Gregory Bingel, MBA, CFP®,ChFC®

Gregory Bingel, MBA, CFP®, ChFC®

Financial Advisor, Cambridge Investment Research Advisors, Inc.

For over 20 years, Gregory has been helping clients achieve their financial goals through innovative and personalized strategies. He holds both the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations along with an MBA from The Citadel and a BSBA in Finance from the University of South Carolina.

Before launching his independent practice in July 2023, Gregory spent a decade as a financial advisor within the banking sector. He joined Cambridge Investments to offer clients greater flexibility, personalized attention, and a truly independent approach to financial planning.
Outside of work, Gregory’s world revolves around family and community. He and his wife, Marina, stay busy supporting their two daughters, Mya and Callie, in their many activities. Whether it’s travel soccer, basketball, dance, acting, or ice skating, Gregory can often be found cheering his girls on in the crowd. In addition to people, the family also loves animals. The house is also occupied with two cats and four dogs.
Deeply committed to giving back, Gregory is active throughout the Lexington, SC community. He serves on or participates in several local organizations, including:
• Our Lady of the Hills Church Finance Committee
• Lexington Rotary
• Lexington Chamber of Commerce
• Rocky Creek Elementary PTO and School Improvement Committee
• South Carolina Dance Company Fundraising Committee

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

Email

OSJ@wealthplanfinancial.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV & WY.

Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated.

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