Greg Diamond

Greg Diamond, CPA, PFS, RFC

Senior Partner

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As a senior partner and advisor for GCD, I have a drive to simplify financial topics for my clients helping them cut through all the noise they hear on the internet and elsewhere. My clients know that my highly organized practice results in responsive, thoughtful and diligent answers.

Over the years, I have owned, operated and sold multiple businesses. I also am 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. I work with many individuals, families and small businesses on managing wealth, financial modeling/planning, tax integration, retirement plans, as well as analyzing risk management strategies and securing insurance.

I love to golf, play pickleball, bicycle and ski. I have 2 adult children and one granddaughter. I have been involved on a regular basis with Play for Pink, an organization dedicated to research to prevent breast cancer.

Fun stuff: I adopted technology as a young adult and have carried it forward into all my years. As we all amass all these photos in our life - either in old scrap books or now on our phones and social media - I developed a passion to digitize these photos in a way that archives them for future retrieval by me, my kids and generations to come. If you have any interest in this, take a look at this page I created to learn how to do so yourself.

Education: B.S. in Accounting from Indiana University
Licenses: CPA, Series 65; life and long term care insurance
Credentials: Personal Financial Specialist (PFS), Registered Financial Consultant (RFC), Certified Public Accountant (CPA)