Gregory Bingel, MBA, CFP®,ChFC®

Gregory Bingel, MBA, CFP®, ChFC®

Financial Advisor, Cambridge Investment Research Advisors, Inc.

Gregory has an exciting and extensive financial background. Not only does he have his CFP® & ChFC®, but he also has an MBA from The Citadel in Charleston. He received his BSBA from the University of South Carolina and has spent the last 20 years in corporate finance. 14 of those years were spent as a financial advisor with most of that time spent on the bank side. However, in 2023, he decided to go independent, and enthusiastically joined WealthPlan Financial Group.
Gregory has a beautiful Russian wife, Marina, and they have two lovely daughters, Mya, and Callie. With a very busy family and social life, Gregory enjoys spending his spare time doing a myriad of activities. From soccer to ice skating, you will find Gregory attending many of his daughters’ sporting events with fatherly pride. In addition, Gregory also has 2 cats, and 3 dogs. A fun fact about Gregory is that both he and Marina are adopted!
Gregory is on his church’s finance committee at Our Lady of the Hills Catholic Church. He is also a member of the golf tournament committee for Lexington Rotary.

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.

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

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

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