Greg Weimer
Chief Executive Officer at Confluence Wealth Services, Inc.
Greg Weimer active positions
| Companies | Position | Start | End |
|---|---|---|---|
Confluence Wealth Services, Inc.
 Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | Chief Executive Officer | 2013-10-31 | - |
| Founder | - | - |
Career history of Greg Weimer
Former positions of Greg Weimer
| Companies | Position | Start | End |
|---|---|---|---|
American Funds Distributors, Inc.
 American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., Capital Client Group, Inc. is a company that offers career opportunities and promotes an inclusive culture. The company is based in Los Angeles, CA. The company provides generous compensation and benefits to their associates worldwide. | Corporate Officer/Principal | 1993-09-30 | 2012-09-30 |
Training of Greg Weimer
| University of Pittsburgh at Johnstown | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Executive Officer | 1 |
| Founder | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Confluence Wealth Services, Inc.
Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans. | Finance |
American Funds Distributors, Inc.
American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., Capital Client Group, Inc. is a company that offers career opportunities and promotes an inclusive culture. The company is based in Los Angeles, CA. The company provides generous compensation and benefits to their associates worldwide. | Finance |
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