Gregory Chona

Gregory Chona - CFP®

Financial Services Representative
Financial Planner

1819 Main Street, Suite #1300 (Penthouse)
Sarasota, FL 34236

Phone: (941)961-6148
Fax: (941)366-3398
E-mail:

  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.

BUSINESS PHILOSOPHY

To provide greater sense of comfort, quality of life and financial dignity for the customers we serve, through a goal oriented, client driven process.My personal goal is to become a lifetime resource for each and every client.

MY MISSION

To serve as a facilitator for my clients by providing superior guidance and understanding of tax laws, allowing them to make informed decisions regarding their financial concerns.

SOLUTIONS AND SERVICES

  • Asset Protection Strategies
  • Disability & Life Insurance
  • Brokerage accounts
  • Business Overhead Insurance
  • Business Succession Planning
  • Employee Benefits from A-Z
  • Buy/Sell Agreement Funding
  • Estate Conservation Strategies
  • Investment Management
  • Income Tax Reduction Strategies

Qualifications/DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER®practitioner
  • Leaders Conference Qualifier
  • Member of Million Dollar Round Table
  • Fluent in Spanish

PERSONAL

  • 26 years of industry experience
  • Sarasota resident since 2001
  • Wife Yolanda, sons Harrison and Spencer

ORGANIZATIONS

  • Board Member American Foundation for Suicide Prevention
  • Public address/Play by play announcer for the Riverview Boys Varsity Soccer Games        
  • Former Board Member of the Gulf Coast Latin Chamber of Commerce
  • Past President of the Sarasota Golf Association
    •   

I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.  Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc.(EGA), Somerset, NJ  08873.  Metropolitan Life Insurance Company(MLIC). Securities and Investment Advisory Services offered through MetLife Securities, Inc. (MSI) (FINRA/SIPC) a Registered Investment Advisor. EGA, MLIC & MSI are MetLife companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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