Greg Tudor, CFP,EA
(972) 771-0650
Greg Tudor, CFP, EA
Tax Strategist | Financial Advisor
Greg Tudor has helped clients with tax savings strategies since 1983 and has been licensed in the financial services industry since 1986. Greg provides a holistic approach to portfolio management for his clients with his investment knowledge and his understanding of tax law.
Prior to joining Lifetime Wealth Management, P.C., Greg worked for a private banking group providing trust and investment advisory services. He has also been a principal in three CPA firms and affiliated with national and local financial planning and investment advisory firms.
Greg has served in various capacities on numerous non-profit boards. Locally he served as President of the Rockwall Rotary Club and as Chairman of Rockwall County Helping Hands Board of Directors.
He is a graduate of the College for Financial Planning earning the Certified Financial Planner Practitioner (CFP®) designation. He is an Enrolled Agent (EA) and Licensed to Practice Before the Internal Revenue Service.
B.A. – Prairie Creek Bible College
Texas State Securities Licenses – Series 63 & Series 65
Texas Insurance Licenses – Life, Accident, Health & HMO / Property & Casualty
We are more than just a wealth management team. With our two sister companies, Lifetime Tax Advisors and Lifetime Insurance Services, we are uniquely positioned to serve as a one-stop-shop for all of our clients’ financial needs. We foster meaningful relationships with our clients, so we can develop a thoughtful, holistic approach to meeting their goals and protecting their legacy.
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LIFETIME WEALTH MANAGEMENT, P.C. IS A SEC REGISTERED INVESTMENT ADVISORY FIRM (RIA)
LIFETIME WEALTH MANAGEMENT, P.C., LIFETIME TAX ADVISORS INC. AND LIFETIME INSURANCE SERVICES, INC. ARE LEGAL SEPARATE ENTITIES.
