Gregg Gottlieb, CFP®

Gregg Gottlieb, CFP®

Financial Advisor

Phone: 973-845-2494 x201
Fax: 973-295-6332
Mobile Phone: 973-886-5860
E-mail:
 

Gregg Gottlieb  is a Certified Financial Planner™ professional (CFP®) with Regal Wealth Advisors.  Gregg has over 20 years of experience in the financial advisory industry, developing and helping to implement financial plans for individuals and business owners.  Gregg also has significant experience working with complex life and health insurance matters, strategically integrating them within comprehensive, tailored financial plans.

Gregg co-founded Regal Wealth Advisors in 2006 to help create a company dedicated to wealth development, preservation and transfer to subsequent generations.   The combination of professional backgrounds and experiences at Regal Wealth Advisors, augmented by the significant resources available through the firm’s affiliations with Kestra Investment Services, LLC, enable Gregg to support his clients and their businesses throughout every stage of their lives.

His career began in the benefits industry, working with small and mid-sized institutional clients, and specializing in creating retirement plans and long-range financial planning for senior executives.  In 1998, he established himself as a sole practitioner in Roseland, New Jersey, expanding his financial planning services to include health insurance, voluntary benefits, and estate planning.  Gregg’s strong personal attributes – perseverance, creativity, and follow through - helped him develop a significant financial advisory practice.  In 2002,  Gregg commenced developing customized retirement plans and handling large life insurance transactions designed for wealth transfer and estate planning. 

Gregg has served on the Board of Directors of the Zwickel Foundation and the Advisor Board of Aviva.  He is a member of the Beth Shalom Temple (Livingston) and the Barton Creek Study Group. He also periodically speaks on financial planning topics to various organizations, including in the past, the MS Society and North Essex Chamber of Commerce.

Educated at Muhlenberg College, Gregg received his undergraduate degree in Human Resources.  He later attended Fairleigh Dickinson University and completed its Certified Financial Planning Program.  In addition to being Life and Health insurance licensed, he holds a Property and Casualty Insurance license, Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Uniform Investment Advisor Law Exam), and Series 7 (General Securities Representative) Securities Licenses and he is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC

A resident of Livingston, NJ, Gregg enjoys swimming, competing in triathlons, and rooting for the Yankees, almost as much as spending time with his three daughters, Cameron, Marisa and Isabelle.