About Gregory

Gregory Lopez is the president of Marcum Insurance Services. He helps clients manage risk and enhance their financial planning through insurance strategies. His approach to insurance is unique in helping business owners and high-net-worth individuals grow and maintain their wealth. He views risk management as a part of overall planning, with business, tax, and estate planning to improve client outcomes.

Gregory is an Accredited Estate Planner (AEP®), Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Certified Exit Planning Advisor (CEPA).

Community Involvement

  • Board Member of The Music Settlement

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® 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.

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Marcum Wealth, a SEC Registered Investment Advisor. Marcum Wealth and Marcum Insurance Services are separate from Valmark Securities, Inc.

Broker Check

Subject Matter Expertise

Life Insurance
Retirement Planning
Financial Planning
Business Succession Planning

Education and Certifications

John Carroll University
Certified Financial Planner (CFP®)
Chartered Life Underwriter (CLU®)
Accredited Estate Planner (AEP®)
Certified Exit Planning Advisor (CEPA)