Financial Advisor

Greg S. Dodge, AAMS^®, RICP^® has been a Financial Advisor for the past 29 years. Mr. Dodge is an independent Financial Advisor partnered with LPL Financial, the largest independent broker dealer with more than 22,000 advisors and 8,400 employees.* He specializes in retirement planning, estate planning, tax efficient investing, investment portfolio design and college funding. Mr. Dodge holds a Bachelor of Arts in Finance, is a Retirement Income Certified Professional (RICP) and Accredited Asset Management Specialist (AAMS). He is well versed in public speaking, lecturing to the public on topics including: retirement, wealth preservation, investment strategies and college funding. Mr. Dodge’s activities in his free time include: reading, skiing, sailing, running, competitive swimming, being a father, husband and enjoying great times with his family and friends.

*As reported in Financial Planning magazine 1996-2023, based on total revenues.

Financial Advisor

Greg S. Dodge, AAMS^®, RICP^® has been a Financial Advisor for the past 26 years. Mr. Dodge is an independent Financial Advisor partnered with LPL Financial, the largest independent broker dealer with more than 17,500 advisors and 5,344 employees.* He specializes in retirement planning, estate planning, tax efficient investing, investment portfolio design and college funding. Mr. Dodge holds a Bachelor of Arts in Finance, is a Retirement Income Certified Professional (RICP) and Accredited Asset Management Specialist (AAMS). He is well versed in public speaking, lecturing to the public on topics including: retirement, wealth preservation, investment strategies and college funding. Mr. Dodge’s activities in his free time include: reading, skiing, sailing, running, competitive swimming, being a father, husband and enjoying great times with his family and friends.

*As reported in Financial Planning magazine 1996-2020, based on total revenues.