Gregory J. Hannah CFP, MBA

Gregory J. Hannah, MBA, CFP
Certified Financial Planner™ Practitioner

EDUCATION: 
Dartmouth College, BA Economics, 1974
University of Pittsburgh, MBA 1977-1978,
Concentration in Finance and Planning
California Insurance License (Life Agent) – 1991 #0823780 – Authorized for Variable Annuities
Certified Financial Planner (CFP) - 1994
FINRA Series 63 - 1994
FINRA Series 6 License - 1995
FINRA Series 7 License - 1996

Services and Products Offered:

• Both fee and commission services
• Stocks and Bonds
• Mutual Funds
• Retirement Rollovers
• Managed money
• Insurance Products and services
  • Term Insurance
  • Life Insurance
  • Variable Universal Life Insurance
  • Variable Annuities
  • Health Insurance
  • Long Term Care Insurance
  • Disability Insurance
• Financial Plans
• Estate Planning
• Retirement Planning
• Asset Allocation Strategies
• Education Funding Strategies
• Tax Reduction Strategies
• Business Benefit Planning