Broker Check

Greg Diamond, CPA, PFS, RFC®

Senior Partner and Advisor

(847) 504-5100
(847) 513-9931
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Greg Diamond, senior advisor, Registered Investment Advisor (RIA) Representative, Personal Financial Specialist (PFS), Registered Financial Consultant (RFC), as well as a Certified Public Accountant. He has a drive to simplify complex financial topics, cutting through the noise to enable people to make better decisions. Highly organized, responsive, and diligent, he draws on his expertise in both wealth management and tax to provide high quality solutions to complex questions. From a service perspective, Greg prides himself on instantaneous follow-up with his clients and the ability to get them resolution on any financial matter brought to him.

Greg has owned, operated and sold multiple businesses over the years and is the primary author of the GCD Financial Life Planner™ (FLP), a precise and detailed planning tool that is the foundation of GCD’s planning process. He works with many individuals and families on managing wealth, financial modeling/planning, tax planning/preparation, as well as analyzing risk management strategies and securing insurance. In addition, he works with small businesses providing similar services but also assists on QuickBooks issues, preparation of financial statements and operational consulting as well. In his capacity as a CPA, Greg has also represented many clients before the Internal Revenue Service, all ending in a positive outcome.

Greg is a graduate of Indiana University, a member of the American Institute of Certified Public Accountants (AICPA), the Illinois CPA Society as well as a Platinum Advisor with AssetMark. He holds Series 7, 63 and 65 investment licenses and is licensed to sell life, disability and long-term care insurance.

Greg and his wife, Marcy, enjoy golf, pickleball, skiing, biking, and time spent with their two adult children, and now one granddaughter. Both he and his wife are involved on a regular basis with Play for Pink, an organization dedicated to research to prevent breast cancer. Greg’s combined interest in travel and technology, along with his interest in simplifying life, led him to develop a passion for helping others archive their photos. He enjoys sharing what he has learned with others.

Check the background of Greg as an investment professional at FINRA's BrokerCheck.