One of the biggest challenges we face in life is to plan for retirement and grow our net worth. To this end, a prudent first step is to be educated in suitable investment strategies to achieve your financial goals. Having a knowledgeable advisor with the understanding of client goals and needs to create a plan with a philosophy that follows Nobel Laureate proven research is an integral part in this endeavor, and that is where I can help.
My name is Greg Geryak and I am a financial advisor with One2One Wealth Strategies, a PlanMember Financial Center in Glendale, AZ. Utilizing a personal retirement calculator software program (PRC), I will create a concise outlook of your financial situation now and in the future regardless of whether you are an Educator, in the Corporate Sector, self-employed, single or married, starting a career, thinking about retirement, or already retired.
As an independent advisor with PlanMember, I can help put a plan in place for your future. You can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. You will also enjoy the benefits of membership through the PlanMember Services Program, a comprehensive retirement planning system designed to help take the mystery out of saving for retirement. And, you can choose the level of service that is right for your personal investment style.
I am a prior owner/agent of a Farmers Insurance & Financial Services Agency, an independent financial services representative and Medicare advisor, and I continue to attend professional development trainings to stay abreast of the current markets and investment strategies.
I am a member and volunteer with the Ahwatukee Chamber of Commerce and have served on the Board of Directors as President of the Ahwatukee YMCA.
I have been married since 1992, have one daughter, and in my free time I enjoy playing my guitar, exercising with my dogs, and traveling.
Licenses/Credentials:
Property casualty, health-life, Series 6 & 63 AHIP Medicare certified.
Contact me at (623) 850-0016 so we can customize a savings and investment plan that will ensure you reach your wealth accumulation potential and retirement goals.
Office Location
7500 E. Pinnacle Peak Rd.
Suite A-104
Scottsdale, AZ 85255
Phone: (623) 850-0016
greg@121ws.com
www.121ws.com
Before investing, carefully read the prospectus(es) or summary prospectus(es) which contains information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.

Asset Allocation or the use of an investment advisor does not ensure a profit nor guarantee against loss.
Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not liable for ancillary products or services offered by this representative and One2One Wealth Strategies. One2One Wealth Strategies and PlanMember Securities Corporation are independently owned and operated companies. PlanMember Financial Corporation • 6187 Carpinteria Avenue • Carpinteria, CA 93013 • 800-874-6910