Greg Gulick, CFP®

LPL Registered Principal

E-mail: ggulick@investmentctr.com

Greg Gulick is a CERTIFIED FINANCIAL PLANNER™ professional.  Greg brings 19 years of professional wealth management experience managing financial assets for individuals, multi-generational families, trusts, retirement plans and managed portfolios.  

Greg has strong portfolio management skills which serve clients who are looking for an advisor that will actively manage their assets while personalizing investment strategies including retirement income, planning, and wealth accumulation needs. 

Greg graduated from Saint Edward’s University in Austin, Texas with a Bachelor of Business Administration degree in Accounting. He also has completed the Financial Planning Certificate program at Texas A&M University at Commerce. 

Managing a lifetime of earnings and personal resources requires careful, meticulous planning. Greg has been helping individuals, families and business owners develop financial, retirement and investment plans and strategies for over twenty years. Being licensed in both securities and insurance industries, Greg can provide a complete approach to the financial planning process.

Greg provides collaborative, independent, professional, and creative solutions for individuals, families and business owners their investment management and financial planning needs to clients living in Dallas, Texas, raising three children with his wife and volunteering at church.