Gregory  Porath,  CFP<sup>&reg;</sup> - Financial Advisor

Gregory Porath, CFP®

Financial Advisor

Robert W. Baird & Co. Incorporated

3320 Ridgecrest Dr, Ste 100
Midland, MI 48642-5864
FINANCIAL ADVISOR'S WEBSITE
(989) 839-9035 CONNECT WITH Gregory
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General

Gregory Porath is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Robert W. Baird & Co. Incorporated in Midland, MI and the surrounding communities.

Financial Advisor Overview

I seek to team up with my clients in order to provide them with a comprehensive plan for achieving their financial goals through a thorough understanding of their unique circumstances. I look to make financial planning both approachable and productive, and to build fulfilling, long-term relationships with my clients.

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Financial Advisor Experience

I joined Baird as a Financial Advisor in 2023. I hold the FINRA Series 7 & 66 licenses in addition to the Michigan Life, Health and Variable Annuity license. I am a graduate of Aquinas College in Grand Rapids, Michigan, having obtained a Bachelor of Science in Business Administration and Economics. I bring years of experience in customer-focused care from his extensive previous career in the hospitality industry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Robert W. Baird & Co. Incorporated

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources