Our Team
Greg Marchand
RICP®, CLU®,CHFC®, CFP®
Vice President, Private CFO®
Hometown: Webster, MA
States Licensed: MA, CT, FL, NH, RI


Greg Marchand
Vice President, Private CFO®
Credentials & Awards
- Series 7 (General Securities Exam)
- Series 66 (Uniform Combined State Law Exam)
- MDRT
About
Are you an early bird or a night owl?
Neither; I tend to wake up late & go to bed early
What would the title of your autobiography be?
He tried his best
If you could only listen to one song for the rest of your life, what would it be?
Fear is a Liar by Zach Williams
If you could have the power of teleportation right now, where would you go?
Kansas - kidding, here is fine
What is the last TV show you binge-watched?
Dexter
Motto or personal mantra?
Live and Let Live
What inspires or motivates you to do your job, as it relates to the customer experience?
Solving people's problems. Handing them confidence, and knowing the worry has left them. That makes me happy. It's one of the few things I can offer the world.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Background and qualification information is available at FINRA's BrokerCheck website.
* Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.
+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures: https://Bit.ly/KF-Disclosures