Greg Womack, CFP

Greg Womack, CFP

For over 20 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization. Through speaking engagements and workshops, Womack communicates his passion for helping others. Womack helps attendees find their sense of financial purpose and helps them create a plan for future wealth management.

Womack has earned professional certification by the College of Financial Planners. He is Series 7 registered, and he is a Registered Principal with Cambridge investment Research, Inc. (CIR). Cambridge Investment Research is a full-service broker/Dealer, Member FINRA/SIPC. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. His practice focuses on providing clients with a wide range of planning services, with an emphasis on investment management and fee-based planning. 

 He has built his practice on the use of individualized financial plans to help clients make profitable steps towards their life goals.  His new book Wisdom and Wealth gives readers a solid understanding of how to create, preserve and continue their wealth and well-being.