Gregory Karanzalis, CRPC®

Helping clients achieve the retirement they deserve.

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Connect Wealth Gregory Karanzalis, CRPC®
Annapolis, MD

Serving Clients Nationwide

Helping clients achieve the retirement they deserve.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Greg Karanzalis brings a direct and authentic approach to wealth planning for his clients. He seeks to have a relationship based in honest communication and collaboration to achieve specific goals.

In 2012, he began his career as a financial advisor at AIG and brings more than 11 years of wealth planning experience to the team at Connect Wealth. Greg has also founded and ran multiple companies in the real estate and other industries.

Greg earned a bachelor’s degree in economics and business administration from Stony Brook University. He has obtained the Chartered Retirement Planning Counselor (CRPC®) designation.

Greg lives in Annapolis, Maryland, with his wife, Jessica, and their four children. In his free time, he likes to travel with his family, cheer on his favorite Philadelphia sports teams and play golf with his wife and friends.

Fun Fact: As of 2023, Greg has won the award for “Best Christmas Lights” on his street every year.

Professional Designations

  • Chartered Retirement Planning Counselor (CRPC)

Primary Location

888 Bestgate Rd, Suite 419 Annapolis, MD 21401

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a time for us to chat. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Connect Wealth, our goal is to help clients simplify their financial lives so they can focus on what is important.

We work with you to help create solutions for your wealth so your finances can become a source of empowerment, instead of point of anxiety and stress in your life.

Our core values to help you accomplish this:

1. Authenticity: Authenticity is paramount for us at Connect Wealth, reflecting our dedication to genuine, personalized interactions that foster deep client relationships based on mutual understanding and sincerity.

2. Trust: We believe trust is the cornerstone of every successful partnership, underpinning our unwavering commitment to transparency, ethical practices, and accountability in managing our clients’ financial affairs.

3. Friendship: For us, friendship extends beyond mere professionalism; it embodies our ethos of building lasting, supportive relationships with each other and with our clients, rooted in empathy, loyalty, and a shared commitment to financial well-being.

Investment advisory services are offered through Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Connect Wealth and MPS are separate entities. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

Education

Stony Brook University, BS, Economics, Business Finance

Hobbies and Interests

  • Family
  • Golf
  • Sports
  • Traveling

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Intergenerational Families
  • Living in Retirement

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