For over 30 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization.
He has earned professional certification by the College of Financial Planners, headquarters in Denver, Colorado, and is entitled to use the "CFP" professional designation. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. WIA is an independent registered investment advisor with the Oklahoma, California, Indiana, Illinois, and Texas Department of Securities.
Greg and his dedicated staff focus on providing clients with a wide range of planning services with an emphasis on investment management and fee-based planning. He built his practice on the use of individualized financial plans to help clients make meaningful steps toward their life goals.
He is a frequent guest on local television stations as a financial expert and has appeared numerous times on CNBC TV as a guest expert. Greg writes and speaks frequently on a wide range of financial planning topics. He has authored numerous articles and has been quoted in nationwide publications, including: Barron's, The Wall Street Journal, Kiplinger's, USA Today, U.S. News & World Report, and TheStreet.com.
Greg had the privilege of being one of the 44 ambassador delegates on the Financial Planning Association's People to People Ambassador trip to mainland China. There he gained an understanding of the Chinese financial planning profession, fellow Chinese practitioners, and the Chinese people.
You can contact Greg by phone at 405-340-1717 or e-mail at firstname.lastname@example.org
Additional contact info: Megan Rawson at email@example.com