ABOUT GREG
WHO IS
GREGORY WARE?
Gregory Ware is a CFP® professional, and the author of Are you Compatible? and The Keys to Retirement. Greg is an entrepreneur, financial inclusion advocate, and wealth building expert. Greg is known for taking complex financial concepts and making them easy to understand and implement for his audience.
His passion is taking his Wall Street education and sharing it with those who are underserved in the financial services community. Through courses, articles, social media, and other resources Greg utilizes his two decades of experience, Master's degree in Family Financial Planning and Counseling, and the knowledge he learned through the CFP education to help people build and implement financial plans that truly work for them.
Greg shares the secret’s that the pros know so that the average person can improve their financial lives and build wealth for their family.
WHERE IT ALL BEGAN
Gregory Ware is a native of the ATL where he experienced both the Buckhead and Bankhead lifestyle. As a youth Peachtree Hills is where he called home and as a teenager and young adult Bankhead was his hood.
Gregory was blessed to be both a smart kid and a fantastic athlete. He was a multi-sport athlete, but he starred at football from pop-warner through high school winning multiple awards along the way.
Greg's combination of skills and talent opened many doors for him, but none bigger than the opportunity to work at a bank as a nineteen year old and see the racial wealth gap for what it was and the difference in financial literacy between the people in the two environments he once called home.
The disparity disturbed Greg and was the catalyst for him studying Finance at Morehouse College and becoming a CFP® and ultimately becoming an entrepreneur where his mission is to teach people financial principles that will positively change their lives.
Experience
The journey began in retail banking in 1999, but in 2002, while at Morehouse College Gregory decided to get insurance and securities licenses and step it up a notch. Greg provided financial seminars and began to teach other students and members of the community about investing and insurance.
Once graduating from college the journey continued for Greg. He became a full-time financial advisor and continued to help people solve their financial problems.
He met people in their offices, at their homes, in school buildings. He met them wherever they were so that he could serve them.
He taught them investing, insurance, and crafted financial plans for them so that they could accumulate wealth, retire, send their children and grandchildren to college, and leave a legacy.
In 2008, Eager to do more and gain more Knowledge to better help people Gregory studied, took, and passed the 10 hour CFP® exam. The CFP exam is a test where you learn everything from basic budgeting through estate planning and everything in between. It is like having a PHD in financial planning. The CFP® put Gregory in a very unique category. At the time, only about 20% of financial advisors held the certification and very few were minorities.
In 2014, Gregory did it again. He got more education so that he could help more people. This time it was a master's degree in Family Financial Planning and Counseling. Gregory wanted to help people where they were and this degree allowed him to do that by getting more into behavioral finance which is like "why you do what you do".
Gregory has had hundreds if not thousands of financial conversations guiding people toward the right financial decision for them in areas such as credit, debt, investing, insurance, taxes, and many other topics. What topic can Greg help you with?