Specialties
About Me
What I like most about being a financial advisor is having my finger on the pulse of what’s happening in the world so I can position my clients to better meet their end-goals.
I have been a financial advisor for over 15 years and have a beautiful wife, Marina, and two lovely daughters, Mya and Callie. We also have 4 dogs and 2 cats. We have lived in Lexington, SC for over 10 years where I am actively involved in Rotary, Chamber of Commerce, and the Rocky Creek Elementary school PTO. I have a BSBA in Finance and Management from the University of South Carolina along with an MBA from The Citadel in Charleston, SC where I grew up. I also hold both the CFP® and ChFC® credentials. I have been with Cambridge Investments since 2023 when I left a 10-year career as an advisor with BB&T/Truist Wealth who lured me away from my starting firm Ameriprise Financial.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MBA, CFP®, ChFC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Gregory S. Bingel, MBA, CFP®, ChFC® Financial Advisor - WealthPlan Financial Group 108 Summer Gate Court Lexington, SC 29072 1314 Lincoln Street Suite 303 Columbia, SC 29201 Cell: (843) 224-0657 Text: (803) 220-4571 Office: (803) 779-2138 Fax: (803) 779-2153 gbingel@wealthplanfinancial.com Securites offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. WealthPlan Financial Group and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling (843) 224-0657. This email service may not be monitored every day, or after normal business hours.