Greg Klingler

Financial Planner & Investment Advisor

Greg Klingler, CFP®, ChFEBCSM, FPASM
Director, Wealth Management -
Greg joined GEBA in 2010. He began with GEBA as the Director of Products and Member Services. He has since transitioned to focusing solely on Wealth Management. Greg has been advising State and federal employees since 2003 and assisting them in maximizing their retirement plans. He has been in a management role since 2005, holding a number of titles including Mentor, Branch Manager, Compliance Officer, and Director. He specializes in retirement planning using pensions, survivor pensions, employer sponsored insurance, and retirement plans as well as portfolio analysis, estate planning, and college planning. Greg has been featured on Federal New Radio, WBFF, WBAL, and Maryland Public Television to discuss varying financial topics. Greg has also authored and contributed to articles for Federal Soup, FedSmith, Barron’s, and Washington Blade.
Licenses/Designations:
> CERTIFIED FINANCIAL PLANNER™
> Certified Plan Fiduciary Advisor (CPFA)
> Chartered Federal Benefits Consultant Designation (ChFEBCSM)
> Series 7 General Securities Registration
> Series 66 Uniform Combined State Law Registration in Multiple States
> Series 24 General Securities Principle
> Series 53 Municipal Principle
> Life and Health Insurance Licenses
Education:
> B.S., Finance and Management
Information Systems, University of Maryland College Park

301-688-7912

Greg Klingler