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 Gregory P. Alerte, CFP®

Gregory P. Alerte, CFP®

Managing Partner

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.

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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.