Did you know…?

 

 

 


Nearly 6,000 Americans turn 65 every day, that figure will jump to 9,000 as the baby boomers age.

Nearly 35 million Americans were 65 or older in year 2000.

Gregory J. HampyGregory J. Hampy, Registered Advisor
Fidelity Private Advisors

Greg provides objective investment advice and guidance to a select clientele of individuals and institutions. The process provides sophisticated solutions by applying state of the art investment theory and integrates a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions.

Greg started his career in insurance in 1980 in Erie, Pennsylvania. In 1984 he received his licenses to become a Registered Representative in the financial services industry. He is now a sole proprietor of Fidelity Private Advisors, a Registered Investment Advisory Company. The company incorporates all phases of planning, investment, retirement, financial, estate, tax and risk management. The company has specialists in each area, consisting of Certified Public Accounts, Estate Planning Attorneys, Insurance Specialists and Wealth Managers. Wealth management is Greg’s focus, which entails constructing investment portfolio allocation models based on the client’s objectives and tolerance for risk and monitor these accounts periodically. However, he utilizes tactical and dynamic asset allocation techniques as economic conditions warrant to increase exposure to an asset class, add an in favor category or minimize a position to prevent loss. This process provides for growth and opportunity in the markets with capital preservation in mind.

Education includes a Bachelor of Science Degree from Edinboro University of Pennsylvania. Greg enrolled in Mercyhurst College School of Financial Planning and has completed all of the (course work for the Certified Financial Planner Program) CFP requirements of the College of Financial Planning; Denver CO. Professional experience includes teaching adults and colleagues at the college level and for Dearborn/Kaplan Financial Institute as an investment and insurance instructor. In addition to his professional achievements, Greg is very active in his community. He is very involved with his church, enjoys donating his time by assisting in fund raising programs and lobbying that provide assistance with the elderly, widows, single mothers (CVAN), educators and the mentally handicapped.