Greg Mosick earned the Certified Financial Planner ™ professional destination, after having earned his B.S. in Economics and Business Administration from Stony Brook University, and is a holder of several registrations and licenses in the securities and annuities sector.
With over 20 years a financial advisor, Greg has been recognized for his outstanding achievements with
distinguished honors, including the coveted Order of Excalibur Award, Bronze Eagle, Masters Council,
along with multiple Circle of Excellence and Hallmark achievements from his broker-dealer, Equitable Advisors, just to name a few. As a managing partner and founding member of Next Level Planning – one of the premier private client firms working in alliance with Equitable Advisors.
Gregory Mosick strives to elevate the industry standard for client-advisor relations with a bespoke
financial planning approach. When not in the office he spends a lot of his time with his wife and kids.
Greg is also a very active member in many exotic car clubs throughout the tri-state area and you can find
him in the gym just about every morning.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
CA Insurance Lic. #0E83774
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