Greg Wilson, CFA

Greg is a Chartered Financial Analyst (CFA) with 22+ years of experience in Financial Services. He has held numerous FINRA Securities licenses (series 7, 63, 65, and 66) and is an investment product and financial planning expert.  Greg has 22+ years of experience as a real estate investor and degrees in Psychology and Philosophy.  Greg and his wife Erin own ChaChingQueen and ClothDiaperBasics.
  • Competency: Finance, Investing Products, Investing, Financial Planning, Psychology, Philosophy
  • Employer: ChaChingQueen