Gregory A. Zandlo

Gregory A. Zandlo

| CFP®

North East Asset Management

(763) 785-9541

Contact Me

www.neam.com

Fee Only Financial Planner Located in Minneapolis, MN and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

9298 Central Avenue NE
Suite 407
Minneapolis, MN 55434

Gregory Zandlo is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Greg Zandlo, CFP(TM) is the founding principal, focusing on creating and managing wealth for individuals, small business owners and select professionals.

Greg incorporates a comprehensive financial planning approach via the proven 'DIME' process, emphasizing the five Disciplines
of Financial Planning:

    
Risk Management
     Investing
     Income Tax
     Retirement
     Estate

This methodology enhances the client relationship through
continuous personal interaction and evaluation of the client's
complete financial life.

Greg earned his Bachelor of Arts degree from the College of
St. Thomas in May, 1983, specializing in Marketing & Finance,
and obtained the Certified Financial Planner designation in
April, 1992. From 1992-1999, Greg served on the Board of
Directors for the Minnesota Society of the Institute of Certified
Financial Planners, serving as President in 1998. In that same
year, Greg's vision of a Financial Symposium for CFP professionals was realized, which today, attracts hundreds
of financial industry people from the Upper Midwest.

Greg has served as an informational resource and appeared
in multiple media outlets including: The Wal Street Journal,
The Journal of Financial Planning, Forbes, Bloomberg
News, CNNfN, Kiplinger's Personal Finance, Money
Magazine, FInancial Advisor Magazine, Financial
Planning Magazine, Investment Advisor Magazine,
Investment News, CPA Today, Minneapolis StarTribune,
St. Paul Pioneer Press, Mpls.-St. Paul Magazine, Twin
City Business Journal, KTCA-TV, KSTP-TV
and others.

Greg has served on numerous community boards and
committees including: Adams Elementary School, All Saints
Catholic Church, Anoka County Historical Society, Destination
Imagination, Epiphany Catholic Church, 'Leave a Legacy',
Totino-Grace High School, The Wasie Foundation and most
recently serving as the founding President of the Minnesota
Chapter for the National Alliance for Thrombosis and
Thromobophilia, whose mission is to educate, prevent,
diagnose and treat thrombosis (Deep Vein) and thrombophilia.
(Pulmonary Embolism)

Greg looks forward to an initial dialogue, at your leisure.