Gregory W. Doepke, CFP®, CAP®
Senior Consultant – Independent Advisor Representative
“I find great satisfaction in helping clients plan for, simplify and manage their financial lives — while securing a satisfying retirement lifestyle — in the face of ever-changing economic, investment, tax and family dynamics.”
Gregory W. Doepke is not an employee but an independent investment advisory representative with ACG Advisory Services, Inc. He is the owner and principal of Doepke Financial Advisory, LLC, a Virginia limited liability company that provides comprehensive wealth management, investment advisory and qualified plan consulting services for ACG Advisory Services and Actuarial Consulting Group, Inc.
Greg’s alliance with ACG started in 2000. He brings over 23 years of business and financial experience in personal retirement income planning, 401(k) retirement plan consulting and philanthropic advising. His focus is on helping individuals develop and implement comprehensive and integrated retirement, estate planning and charitable gifting strategies. Greg also works with philanthropic organizations to empower them to make a greater social impact within their communities.
- Certified Financial PlannerSM (CFP®) certificant
- Chartered Advisor in Philanthropy® (CAP®)
- Graduate, Master of Science in Business (Finance) from Virginia Commonwealth University
- Graduate, Bachelor of Science from the United States Military Academy at West Point