• greg miner

    Greg L. Miner, CFP®

    CIO, Cornerstone

    Financial Advisor, RJFS

Greg Miner uses a systematic approach to provide clients with investment management strategies to address the many risks of the increasingly interconnected global financial markets.

A fascination with the stock market led Greg to pursue a career in finance from an early age. Starting in high school with a summer internship at a local investment management office, he went on to obtain the Series 7 license and become a Financial Advisor while studying finance in college. Greg served as Investment Officer for the Private Wealth Group at Danversbank prior to cofounding Cornerstone Financial Partners in 2011.

A graduate of the University of New Hampshire, Greg holds a Bachelor of Science in Business Administration: Finance. Greg is also a CERTIFIED FINANCIAL PLANNER™ professional – a respected certification that represents a thorough knowledge of the components of financial planning and the ability to apply that knowledge to real-life situations. He holds the Series 7, 63, and 65 securities registrations with Raymond James.

Investment Management Expertise

  • Serves as Chairman of the company’s Investment Committee, which is responsible for all strategy management decisions
  • Head strategist, trader and manager for his team’s proprietary investment strategies
  • Experienced in advanced fundamental and technical research and trading strategies
  • In-depth knowledge of securities types and investment vehicles
  • Extensive experience evaluating client objectives and developing appropriate investment strategies that help clients meet their goals

Education and Specialized Training

  • B.S., Business Administration: Finance, University of New Hampshire
  • CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards, Inc.
  • Series 7, 63, 65 licenses
  • Chartered Market Technician (CMT®) Level III candidate

Community Involvement

  • Member of The Greater Beverly Chamber of Commerce
  • Active member and supporter of the Appalachian Mountain Club, New Hampshire Forest Society,
    The Trust for Public Land, and The Nature Conservancy
  • Member of the CMT® Association

Greg resides in Hampton Falls with his wife and daughter. He is an avid outdoorsman, enjoying hunting, fishing and hiking in the White Mountains.

"An investment in knowledge pays the best interest." - Benjamin Franklin

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.