Gregg Gonzalez, CFP®
St. Louis Retirement Advisors

Tel: (636) 530-9977
133 Chesterfield Business Pkwy
Chesterfield, MO 63005

Pursuing Success by Working Together

St. Louis Retirement Advisors | Financial Advisor in Chesterfield ,MO

About St. Louis Retirement Advisors

The markets can be unpredictable, but your retirement planning doesn't have to be. At St. Louis Retirement Advisors, we are committed to providing you with the tools, services, and strategies that will empower you to achieve the retirement you deserve.

Nothing's more important than preparing for the future- whatever it may bring.

You deserve a financial advisor who understands your life, your needs, and your priorities; someone who is with you every step of the way.

That's our commitment to you.


General Information

Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   MO, IL, NC, SC, TX, FL, OH
Number of Years with Current Firm:   9


Services

Investment Types:   Mutual Funds , Exchange Traded Funds (ETFs) , Bonds , Stocks , Annuities , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , At your home , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Life , Long Term Care

Firm Information

Firm's Number of Clients:   100
Assets Managed by Firm:   $80,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee , Based on Assets


Education

M.S. Economics and Finance  Southern Illinois University - Edwardsville
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Faqs

  • How do you charge for your services? Fee Based
  • Do you provide a free initial consultation? Absolutely.

Disclaimer

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states : Missouri . Securities and Financial Planning offered through LPL Financial Member FINRA/SIPC

Gregg Gonzalez,  CFP®

Gregg Gonzalez, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant


I am a CERTIFIED FINANCIAL PLANNERTM professional and my practice covers all aspects of financial planning with a focus on retirement. Your financial goals, needs, and priorities are the cornerstones of my practice. My job is to provide you with top-notch service, communication, and bring together my knowledge and experience to support your financial objectives. My success is measured by the strength of the relationships I build with my clients and their happiness with the value I add to their lives. I have been in the financial services industry for over a decade and have built my practice on client service, integrity, and long term investment guidance.

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