Gregory P. Alerte, CFP®<br>Managing Partner

Gregory P. Alerte, CFP®
Managing Partner

Phone: (631) 385-5347
E-mail:
 

Greg works with professionals in various career fields, and is accustomed to implementing financial strategies that complement diverse professions.

Greg believes in providing a structured and dedicated financial process, and with his support, motivation, and your commitment to the process, he can: organize and illustrate your current financial picture, help to drive you where you want to be tomorrow, and identify detours along the way towards reaching financial goals.

Greg strongly believes in the value of education and is a graduate of Binghamton University and the Sorbonne University in Paris, France. To better serve clients, he completed extensive CFP® certification coursework at New York University. He soon after attained the prestigious CFP® Board Certification. Greg is also comfortable sitting on the other side of the table, often seen conducting financial education seminars at local schools, hospitals, churches, and civic associations.

In 2013, he formed Premier Heritage with his partner Serge R. Pinard, CFP® in an effort to continue to add value to his growing client relationships.

When Greg is away from the office he enjoys traveling with his wife and child, playing piano keyboard, being with friends, family and his husky, Brooklyn-Blue.

Greg currently holds the FINRA Series 7 & Series 66 licenses, Life & Health Insurance license, and the CFP® designation.

Thanks for visiting.

CFP® and Certified Financial Planner™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Premier Heritage, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.