Greg Merlino
Partner at Vallum Wealth Management
Based in Marlton, United States
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Seniority
C-Team
Department
General Business & Management
Location
Marlton
Industry
—
Company size
3
Contact information
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g•••••••@vallumwealth.com
Phone
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Background
About Greg Merlino
Partner of Vallum Wealth Management, a full service personal financial planning firm located in Marlton, NJ. Recognizing that today's financial landscape can be daunting, we work with our clients to devise tailored financial plans designed to work towards specific personal and financial goals. For a list of states in which I am registered to do business, please visit Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Financial Planning offered through Ameriway Financial Services, a registered investment advisor and separate entity from LPL Financial. RICP conferred by The American College Specialties: Gregory Merlino, CERTIFIED FINANCIAL PLANNER™ Professional Specializes in comprehensive financial planning and investing strategies for executives, business owners, and high net worth and high income individuals, couples, and families. Services include investment strategies, retirement income planning, and income/estate tax strategic planning. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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