CPA/PFS - Senior Planner
Greg Kateff specializes in senior level financial and tax planning strategies and oversees the Financial Planning Department. He is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and holds the FINRA Series 7 Securities Registration. Greg’s 40+ year career includes a wide variety of financial experiences. Past career highlights include public accounting, CFO responsibilities in the mortgage banking industry, and specialized corporate tax planning.
Greg has a BBA from the University of Michigan and a MBA from the University of Detroit. He is also licensed in health & life insurance and real estate*. Greg has been a guest speaker for the Michigan Association of CPAs, Institute of Management Accountants and other charitable and civic organizations covering a wide variety of financial topics.
*Real estate services are not affiliated with Finish Line Financial or LPL Financial.