Greg Weimer
Chief Executive Officer at Confluence Wealth Services, Inc.
Profile
Mr. Gregory J.
Weimer is a Chief Executive Officer at Confluence Wealth Services, Inc.
His career began when he joined Butcher & Singer as a financial advisor.
He moved to CNL Securities Corporation in 1989 and to American Funds in 1993, where he became a senior vice president and served on the board of directors.
He earned his business degree at the University of Pittsburgh, with concentrations in computer science and math.
Additionally, he also holds Series 7, 24, 26, 63, and 65 professional licenses.
Greg Weimer active positions
| Companies | Position | Start |
|---|---|---|
Confluence Wealth Services, Inc.
 Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | Chief Executive Officer | 31/10/2013 |
Former positions of Greg Weimer
| Companies | Position | End |
|---|---|---|
American Funds Distributors, Inc.
 American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | Corporate Officer/Principal | 30/09/2012 |
Training of Greg Weimer
| University of Pittsburgh at Johnstown | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Confluence Wealth Services, Inc.
Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | Finance |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA. | Finance |
- Stock Market
- Insiders
- Greg Weimer
