Gregory R Aitkens, CFP®contact here
Greg holds Series 7 (General Securities Representative Exam) and 63 (Uniform Securities Agent State Law Exam) licenses. and is a Registered Representative with FMN Capital Corporation. He earned his Certified Financial Planner™ designation through the College for Financial Planning in Denver, Colorado.
Greg is a member of the FPA (Financial Planners Association) as well as the SFFSP (Society for Financial Services Professionals). He is a sponsor for the AASE (American Association of Senior Executives) in Orange County and was the founder of the Orange County Chapter of Christians in Commerce International, which is based in South Orange County. Greg now also serves on the Board of Director for Christians in Commerce International, and the Faith & Work Life Christian Ministry.
Greg focuses his practice to serve senior level corporate executives and owners and partners of small to medium sized businesses in the Orange County area. He is deeply committed to working closely with his clients to create a comprehensive analysis of his clients’ present financial condition and then helping them implement suitable financial strategies to help them attain their financial dreams, goals and objectives. His motto in the work is to “leave no stone unturned.” He wants to look at and analyze everything a client is doing financially to ensure the ultimate plan is a true reflection of what the client desires to do now and in the future. He enjoys a true “sounding board’ relationship with his clients.
Greg has been married to Ginny for 36 years and has 3 children. He enjoys golf, swimming and road cycling. Greg also enjoys his work as managing editor of the Christians in Commerce Challenge Newsletter which is published monthly.