Broker Check
Gregory Merlino, MSFS, CFP®, RICP®

Gregory Merlino, MSFS, CFP®, RICP®



Gregory Merlino, MSFS, CFP®, RICP® specializes in consulting clients on investments, retirement income planning, and income/estate tax strategies. Greg graduated from Rider University in 1980 with a Bachelor of Science degree in Commerce. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1985 and his Master’s Degree in Financial Services (MSFS) in 1994 with emphasis in taxation. In recognition for his contributions to the financial planning profession, he was selected for inclusion in Who’s Who in Finance and Industry and Who’s Who of New Jersey Certified Financial Planners®. Greg is a member of the Financial Planning Association, and the Estate and Financial Planning Council of Southern New Jersey.

Greg’s specialization in helping families pursue their financial goals has drawn the attention of media outlets throughout the country. He has been quoted in The Wall Street Journal, The New York Times and, and has appeared on Fox Business and CNBC.

When away from the office Greg enjoys golfing, fishing, and spending time down the shore with his wife Terri.