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Our Team

Greg Marchand

RICP®, CLU®,CHFC®, CFP®

Vice President, Private CFO®

Hometown: Webster, MA

States Licensed: MA, CT, FL, NH, RI

a city with a road and buildings
Greg Marchand

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.

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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

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Contacts

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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. https://Bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS and Kestra AS makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS and Kestra AS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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