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