Greg G. Opitz

Greg has been working with financial planners for his entire professional career. Before joining Peak Advisor Alliance in May 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFP Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, “I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their practice and their lives.” They say that “you are a sum of your life experiences.” Greg’s 17 years of managerial experience is drawn upon everyday to assist coaching members. It is not simply the 17 years that is critical; but rather, the quality and diversity of that experience. Greg notes, “I worked with some incredibly gifted people at the College for Financial Planning and CFP Board. Those non-profit cultures were very calm and thoughtful. I still work with a bunch of gifted people; the difference is the entrepreneurial spirit in the Peak office. The way we see the world, and the pace and manner in which change occurs is very different. I enjoy both cultures, and adapting to the ‘Peak culture’ was surprisingly an easy transition. The ‘education’ from that transition is what I find so valuable. The experience of working in these different cultures often helps me see things in ways that are helpful and transferable to members.”