Greg Ergle CFP®
Greg Ergle CFP®
Founder and President – Ergle Financial Services Inc.
Bachelor of Science – Business Finance from University of Central Florida 1984
CERTIFIED FINANCIAL PLANNER TM
Greg has provided investment advice and financial planning to clients since 1989. For over 25 years he
has guided clients through one of the most challenging economic periods in the history of
the U.S.. With ideal experience and education, Greg strives to instill in his clients a special trust and confidence.
Greg is active in the community. He has been very involved in coaching youth sports from pee wee
to high school varsity athletics. He has coached all-star youth baseball, girls varsity basketball and boys
varsity football at St. John Lutheran High School. Greg is also involved in the Church of Hope in Ocala.
He has taught Bible Study to teens and youth and is currently the head of the HOPE Parking Team.
Greg has also served on Civic Club Boards here in Ocala. Greg enjoys times with family, BBQ, music, athletics, motor sports and fishing. Greg is also a runner and recently completed his first full marathon.
In addition to being a CFP professional in good standing, Greg has the following licenses:
• Florida RA – Investment Advisor Representative
• National Futures Association – NFA Approved person
Florida Department of Insurance License
• Life + Variable Annuity
• Life Variable Annuity + Health
• Variable Annuity
• Series 3
• Series 65
• Series 63
• Series 7 - General Securities Representative
• Series 8 - General Securities Sales Supervisor
Active state Registrations:
• North Carolina
• New York