
Field Director with The Northwestern Mutual Financial Network
Rochester, New York Area

Field Director with The Northwestern Mutual Financial Network
Rochester, New York Area
I am a Financial Representative with the Northwestern Mutual Financial Network.
I understand that the best way to achieve your financial goals is to identify your current financial state vs. your future financial goals. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, I can work with you to define a vision of a secure financial future, focusing on providing solutions in line with that vision, and working towards achieving results.
Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management, wealth accumulation, and wealth preservation and distribution.
Risk Management: The foundation of the financial pyramid, you protect that which you can least afford to lose—your earning power.
Wealth Accumulation: With that foundation firmly in place, you accumulate wealth in a tax-efficient manner for specific goals such as your children's education, retirement funding, or a future financial need.
Wealth Preservation and Distribution: Success in the wealth accumulation area creates the need to preserve and distribute that which you have worked so hard to accumulate.
Life's complexities leave little room for "standard" approaches, so I use a four-step approach in working with clients:
Get to know you
Analyze Needs
Identify Solutions
Keep in Touch
I rely not only on my own experience and expertise, but also on the knowledge and strength of a team of professionals available through the Northwestern Mutual Financial Network. Together, we can provide the guidance clients need to start down the path to financial security.
For additional information, visit www.nmfn.com/gregconstantino
My clients come from all walks of life but I have particular products and services designed to suit the highly compensated employee or self employeed professionals. My practice focuses on individuals making well into 6 figures including medical market clients, legal professionals, sales execs, and professional athletes.
(Financial Services industry)
2005 — Present (4 years)
(Privately Held; 10,001 or more employees; Financial Services industry)
January 2000 — Present (9 years 7 months)
As a financial representative, I work closely with my clients to develop suitable financial gameplans. Much of my work is in the disaster prevention area, discussing with my clients asset protection strategies such as life and disability insurance. The other service I offer is creating an offensive investment strategy for retirement and education funding.
In my practice, I primarily work with professionals to help them assess their current financial condition and map out the steps necessary to reach their stated goals. Most of my clients have very demanding work schedules and one of the biggest benefits is my ability to help them plan for the future without having to make a huge time commitment.
(Sports industry)
May 2000 — 2005 (5 years)
1997 — 2000
Biology , PreMed , 1995 — 1997
1991 — 1995
1981 — 1990
Kiwanis Club of Canandaigua - Chair
The Finger Lakes Networking Group - Founder
Rochester Press Radio Club
Camp Good Days & Special Times
Fairport Baptist Home
Canandaigua YMCA - Board Member
St. John Fisher College - Alumni Board of Trustees
Frozen Ropes College Bound Director
East Coast Grays - Head Coach
Salvation Army Civic Breakfast Co-Chair
Catch a Prospect - Scout
FREEZFEST - Founder
Diamond Inc Baseball Charity - Founder
Northwestern Mutual - Director
St. Mary's Church
Canandaigua Academy Hall of Fame 2006
St. John Fisher Hall of Fame 2005
National Sales Quality Award 2005 - 2007
Top 10 Lives Eastern Regional 2007
40 Under 40 Award