Gregory Vairo (CFP®)
Gregory Vairo focuses in the
following client markets or areas of practice:
- Charitable Giving
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Greg Vairo is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients.
He graduated from Virginia Tech Cum Laude and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning.
During his time at Virginia Tech, Greg was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association (FPA). After graduating, he joined Marotta Wealth Management in 2021.
Additional Information
Marotta Wealth Management is an independent, fee-only, comprehensive wealth management firm offering a complete range of investment management and financial planning services. With a reputation for being analytical, we serve clients both locally in the Virginia area as well as across the country. Customer service is a core tenet of our work and our primary goal is to help our clients meet theirs.
As our client, you can expect to be presented with comprehensive financial plans custom-made for your specific situation and goals. We aim to have transparent conversations about possible investment plan designs and implementations, seeking approval before we act. At each step of the way, we ensure proper collaboration.
When we accept a client, we see the relationship as a lifetime partnership and will continue to serve you for as long as we have together.
NAPFA Start Date
July 21, 2023
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