Greg Bodoh

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As President of Gregory Bodoh and Associates, Greg Bodoh strives to meet the financial planning needs of a diverse group of retirees and individuals approaching retirement age. Mr. Bodoh’s current responsibilities build on 35 years of investment management expertise. For over two decades, he consulted with institutional investors, representing the portfolio management needs of leading financial institutions. An Embry–Riddle Aeronautical University graduate, Greg Bodoh served as a U.S. Army Instrument Instructor Pilot during the Vietnam War era. He gained financial expertise through studies at the New York Institute of Finance. In the decades since, Mr. Bodoh has maintained affiliation with a number of academic institutions and has taught students at George Mason University as an adjunct faculty member. He has also lectured on financial planning, asset management, and personal finance at George Washington University and at Marymount University. He travels regularly around the U.S., fulfilling speaking engagements on investment management. Retirement planning education is a cornerstone of Greg Bodoh’s client-centered approach. The Gregory Bodoh and Associates website at www.gregbodoh.com offers free educational materials on a number of personal finance topics. Mr. Bodoh emphasizes investment strategies that utilize a diversity of insurance and financial products and aim to provide a steady retirement income and create a lasting legacy for loved ones. Areas of particular expertise include planning for children's education needs, safeguarding home mortgages, and implementing tax deferral strategies. Greg Bodoh initiates all client relationships through complimentary consultations, followed by in-depth meetings with individuals and their families and partners. After a thorough review of all relevant financial, tax, and insurance documents, the firm draws up an investment module notebook for the client. In addition to integrating all aspects of an individual’s financial landscape into a coherent narrative, the investment module defines portfolio areas that may benefit from new strategies. Mr. Bodoh takes time to discuss the details of the investment module in a relaxed and comfortable environment, answering all questions fully. Greg Bodoh has held board affiliations with several nonprofit organizations, including Project Lifesaver International, the Sydney Dodson Foundation, and the Goose Creek Foundation. Mr. Bodoh currently lives on a farm with his wife, an extended family of children and grandchildren, and several pets.

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