With over 25 years in the financial industry, Financial Advisor and Affiliate Representative of Valmark Financial Group, Greg Gauthier brings knowledge and diverse experience in commercial investing, commercial banking, and 401(k) plans to the Wealth Impact Partners team. Greg assists companies, municipalities and not-for-profit entities evaluate their liquidity, examine cash flow forecasts, measure risk tolerance, devise investment policies, and implement investment strategies. As a Financial Advisor, Greg also offers objective consultation and services as an independent third party for 401(k) plans.
Greg began his career in banking in 1984 as a credit analyst, transitioning to Assistant Vice President, Commercial Lending for a regional bank. Greg founded GT Financial in 1993, consulting with businesses that had between $5-$50 million in revenue. GTF consulted and advised commercial clients with anything that pertained to a corporate balance sheet. This would include but not be limited to Venture capital, mezzanine financing, private equity and government guaranteed debt.
In 2010, Greg became Vice President, for a regional private bank, taking the helm in a market leader role serving institutional businesses and individuals. The focus was on retirement plans with over $5million in assets and assisting in core and strategic investing for corporations.
A graduate of Assumption College, Worcester, Massachusetts with a BA in Business Management, and Providence College, Providence, Rhode Island with an MBA in Finance, Greg continues to educate himself on investment strategy. He is also licensed in the General Securities Representative License (Series 7) and the Uniform Combined State Law Examination (Series 66).
Greg has been giving back to the community for over 25 years.
Greg and his family reside in Seekonk, MA. He enjoys a challenging game of golf, travel and family time with his wife and daughter.
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Wealth Impact Partners
175 Highland Avenue
Suite 401 Needham, MA 02494
1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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