Gregory Tedone, CPFA, ARPC
Head of Retirement Plans, Senior Advisor
Retirement plan enthusiast. Proud girl dad. Passionate about making an impact.
Background
Prior to joining the Strategic team, Greg served as Director of Retirement Plan Consulting at a Registered Investment Advisor (RIA) consisting of over 175 retirement plans with $3B in AUA. Before that, Greg worked for a retirement-focused Fortune 100 financial services organization where he advised participants through individual retirement plan education sessions and orchestrated employee wellness programs.
In 2021, Greg was named a Top Retirement Plan Advisor under 40 by the National Association of Plan Advisors (NAPA)
Credentials
- Certified Plan Fiduciary Advisor (CPFA)
- Accredited Retirement Plan Consultant (ARPC)
- MBA, Simon Business School, University of Rochester
- BS, Political Science, SUNY Geneseo
- Top Retirement Plan Advisor under 40, National Association of Plan Advisors
Areas of Specialty
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Client Relationship Management
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Retirement Planning & Education
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Retirement Plans – Design & Pricing
Beneath the Surface
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Claim to Fame
Started playing Pickleball before it was cool
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Enjoys…
Being a father and husband. The family enjoys weekend trips around the region, the Finger Lakes, Cooperstown and Niagara-on -the-Lake being some of their favorite spots. He keeps busy by playing paddle tennis, pickleball, men’s softball, and avoiding the golf course.
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Family
Greg and his wife Abigail reside in Rochester, NY with their daughter. Greg hails from southern Dutchess County where he grew up thinking he was in Upstate.
The future ain't what it used to be.
Yogi Berra