Gregory W. Koenen, CMFC

Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

Comprehensive Financial Strategies

Gregory is a Financial Advisor based in Vienna, VA. He serves clients in Virginia, DC, Maryland, New York, California and other states.

Gregory believes that in good times and in bad, proactive financial planning can help manage monetary burdens placed on ourselves and our family members. Through financial investment and planning strategies you can control your household budget, daily expenses, plan for your own or your children’s education, care for elderly relatives, and strive to achieve the financial independence we all desire in our old age.

Gregory provides financial planning services to help his clients determine a financial plan to pursue their personal goals for portfolio growth, college funding, successful budgeting and planning for a comfortable retirement. He can help you understand financial strategies that give you an opportunity to save for your children’s education funding through college savings (529 plans, Coverdell accounts, among others) as well as educational funding options you may not have thought to consider.

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