“I want to help people feel secure in their financial future and work with them to create a customized fiscal plan.”
As a Financial Advisor, Gregory Nachman is passionate about helping people develop their own personalized financial strategy plans. His supportive approach can help you make well-informed decisions about your fiscal future. Gregory is looking forward to working with professionals to assist them in achieving their monetary goals.
Gregory Nachman joined Equitable Advisors, LLC in 2023 after 15 rewarding years as a Math and Engineering teacher for the Cleveland Heights-University Heights School District. Gregory has a Bachelors of Arts in Math Education (2009) and a Masters of Education in Educational Administration (2013) from John Carroll University. Gregory also currently holds his Ohio Life and Health License and FINRA Series 7 and Series 66 Registrations.
As your Financial Advisor, Gregory will ensure that you are secure in your financial future, including helping you in all aspects of:
• Investment services
• Retirement planning
• Estate planning Strategies
• Life insurance
• Education planning
• Long-term care Insurance
Originally from Solon, Ohio, Gregory now resides in Cleveland Heights and enjoys spending time with his wife, son, and their two dogs. He also enjoys watching football, listening to audiobooks, and attending live music concerts. In addition, Gregory is active in the local community, being involved with The Adoption Network of Greater Cleveland and Paws 4 A Cause.
Gregory is tenacious and knowledgeable. He wants to be able to help people understand and be comfortable with their financial plans and feel at ease with their fiscal future. Gregory Nachman understands that every situation is unique and will work with you to make sure you are getting a customized plan.