Instructor

Greg McGraime, CFP®, ChFC®

Practical Experience:

Greg McGraime is a New York Institute of Finance faculty member specializing in personal finance. As a Certified Financial Planner, Professional Speaker and Corporate Trainer with 10 years of experience in Investments, Financial Planning, Lending, and Personal Finance; Greg conducts over 300 personal finance classes each year for Fortune 500 companies such as Google, Yahoo, Cisco and Intuit. Classes range from basic topics such as Getting Out of Debt and Understanding your 401K; to more complex areas such as stock options, estate planning and income taxation.

Prior to his current consulting work, Greg held executive positions at JP Morgan Chase and Charles Schwab & Co. In these roles he aided high net worth clients with investing, comprehensive financial planning, lending and personal finance.

Areas of Expertise:

Investing

Retirement Planning

Comprehensive Financial Planning

Real Estate

Personal Finance

Education:

Adjunct Faculty Member, 2005 Baruch College, New York, NY

M.S. Engineering, 1993, Oregon Health Sciences University, Portland OR

B.A. Engineering, 1992, Lafayette College, Easton, PA

Licenses:

Certified Financial Planner (CFP®)

Chartered Financial Consultant (ChFC®)

Former NASD Licensed Stock Broker

Former NYS Licensed Insurance Agent (Life, Health & Accident)

Publication(s):

Get Smart about Investing (12 hour audio CD program published by Now You Know Media, 2007)

Courses:

Get Smart about Investing