Greg Vojtanek (BA, CFP®)
Greg Vojtanek focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- LGBT Couples and Families
- Millennials
- Novice Investors
- Cash Flow/Budgets/Credit Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- LGBT Couples and Families
- Millennials
- Novice Investors
Planning Specialties
Budgeting for a variable income career can be challenging. This is my specialty. Investments, tax planning and Loan-out companies are all areas I can provide the greatest support.
Additional Information
I've been involved in the Entertainment Industry for over two decades. Professionals who work in that industry have unique financial issues that I can fully understand (variable income, saving for the next gig, etc.). If the client allows me to assist with their financial situation then that will free them to focus on their next creative project. I love to collaborate on what's most important to the client and together we can achieve their financial goals.
NAPFA Start Date
April 08, 2022