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Gregory Kurinec, CFP®, MRFC

Financial Planner I Speaker I Partner

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Gregory Kurinec, CFP®, MRFC
Downers Grove, IL

Serving Clients Nationwide

Financial Planner I Speaker I Partner

(630) 318-0655

Website

Areas of Focus

  • Capital Gains
  • Cash Flow
  • Choosing a Financial Advisor
  • Estate Planning
  • Financial Life Planning
  • Insurance
  • Investing
  • Investment Management
  • Money Psychology
  • Retirement Planning
  • Taxes

About Me

The common thread that runs through Greg Kurinec’s life is joy in serving others.

As a young boy, it came in the form of helping a neighbor by shoveling snow, mowing a lawn or just bringing in their garbage cans. More recently, it was launching a not-for-profit organization that supports families affected by cancer.

Even better, Greg gets to apply his passion through his work. Since launching his career in 2006, he has helped people at or near retirement. through investment advising, estate planning, risk management and watching out for their overall financial well-being.

A lifelong resident of Orland Park, Greg is a graduate of Purdue University’s College of Consumer and Family Sciences, having earned degrees in Financial Planning and Counseling, as well as Selling and Sales Management. Among the largest of its kind, the College of Consumer and Family Sciences instills in students the paramount importance of forming healthy relationships with families and consumers.

Greg is a CERTIFIED FINANCIAL PLANNER™. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement.

Through his “Go to Greg” column in the Naperville Patch, he has educated the public through common concerns—as well as unique circumstances—that have arisen from serving clients on the financial frontlines Greg has also served as an expert source and been quoted in publications ranging from Consumer Affairs and US News and World Reports to Newsday and The Wall Street Journal.

In 2012, after his mother, Jeanne, lost her life to cancer, Greg founded “Jeanne’s Journey for Hope” to help other families battle the disease in its many forms. Since then, the foundation has raised over $100,000 to help families pay hospital and medical bills or as income replacement if the disease has resulted in a loss of employment.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Financial Planning Association
  • Foundation for Financial Planning
  • The AGC

Primary Location

1431 Opus Pl, Suite 110 Downers Grove, IL 60515

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Group Classes
Book Intro Call

Compensation Methods

  • Advice-Only
  • Commissions
  • Fee Based
  • Flat Fee
  • Percentage of Assets Managed
  • Pro Bono
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. 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

Education

Purdue University Bachelor of Science (BS), Financial Planning and Counseling, Selling and Sales Management

Volunteer Experience

Greg Founded "Jeanne's Journey for Hope" to help other families battle cancer in its many forms. The organization has raised over $100,000 to help families pay hospital and medical bills or to use as income replacement if the disease has resulted in a loss of employment. As a member of SOFA, Greg donates time in his community conducting no-cost, no obligation financial workshops to individuals, companies, and organizations.

Hobbies and Interests

  • Baseball
  • Eating Out
  • Entertaining
  • Family
  • Football
  • Grilling
  • Hockey
  • Movies
  • Music
  • Softball
  • Sports
  • Traveling
  • Volunteering

SEC Lookup

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FINRA Lookup

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Families
  • Gen X
  • Investors
  • Single Women
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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