Greg Muoio

Greg Muoio is a dedicated Retirement Advisor and recently earned his certification as an IFW Certified Financial Professional. He has been selected as the Senior Associate to Erik Sussman, CFP, ChFC, CLU, and CEO of The Institute of Financial Wellness (IFW). Together, Greg and Erik bring over 50 years of combined experience, specializing in providing personalized financial planning and advisory services.

With 14 years of experience in the financial services industry and a degree in counseling, Greg combines his expertise and a client-first approach to help individuals and families achieve their financial goals. He excels in creating customized plans that address each client’s unique needs and objectives, whether it’s retirement planning, investment management, or insurance solutions. Greg specializes in safe money strategies and offers comprehensive guidance every step of the way to ensure clients can secure their financial future.

Passionate about empowering people to navigate the complexities of financial planning, Greg is a trusted partner in helping clients build and preserve wealth. His background in counseling further enhances his ability to listen, understand, and deliver strategies tailored to each client’s situation.

Outside of work, Greg enjoys reading and spending time with his family, especially with his 13-year-old son, Nico. His personal and professional life reflect his dedication to a balanced and fulfilling approach, both for himself and for his clients.