“The ideal client is usually defined by profitability, but we do things a little differently here. We want to find it by fit. If a client has the same values and culture, and they view the world the way we view it, then we want to partner with them, regardless of size.”
As a principal of Clearview Advisory, Greg Fiore is a specialist in the qualified plan marketplace. His focus is ensuring high vendor performance, driving cost effectiveness, and providing rapid deployment of new qualified plan products and services. He leads a team of people who support clients in every aspect of the retirement planning process.
Prior to joining Clearview Advisory in 2001, Greg founded and served as vice president of sales for 401Konnect, a qualified plan market intelligence firm. Before founding 401Konnect, he spent 8 years as the national sales manager for MetLife’s institutional department. Here he was responsible for all broker-sold qualified plan sales and led a large national team in building, maintaining, and supporting $600M in qualified plans sales per year. Greg graduated from Florida State University with a Bachelor of Science degree in Finance.
Greg is a recognized authority in the qualified planning industry. His firm is registered with the SEC as a Registered Investment Advisor.