Greg Revak has more than a decade of experience in financial planning and enjoys helping clients feel confident about their finances. Every client relationship starts with building a personal balance sheet and income statement to provide a solid foundation. From there, they can explore financial goals and investments through conversations and interactive financial planning to evaluate different scenarios.

Greg loves working with kind and caring people who understand that life is more than just dollars and cents. Wealth is a tool that allows people to achieve their goals, financially and personally. Greg gives advice that empowers his clients to have confidence in their decision-making.

Greg holds a B.B.A. (Bachelor of Business Administration) from the University of Akron (Focus on Financial Planning) with a minor in Economics. He participates in Sequoia Financial’s Resource Groups for Business Owners, Executives, and Physicians.

He lives in Worthington, Ohio with his wife and son. When away from the office, Greg enjoys ice hockey as a coach, player, podcaster, and writer. He also loves learning history and exploring new places with his family through food and beverage.