FORT MEADE, Md. (May 11, 2018) – The non-profit Government Employees’ Benefit Association (GEBA), offering insurance and investment options and financial planning services to federal employees and retirees, announces that Greg Klingler, CFP®, ChFEBCSM has been named director of wealth management of GEBA Wealth Management.
Klingler joined GEBA in 2010 and has 16 years of experience in the financial services industry, with more than a decade across various management roles. In addition to his new role, Klingler will continue to serve as GEBA’s director of products and members services. As director of wealth management, he leads a team of credentialed Financial Advisors who have expertise in federal employee benefits and hold designations such as CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM).
GEBA Wealth Management launched in 2017 as a new division to guide members through their most important financial decisions. The division offers a wide range of financial planning services as well as comprehensive plans to address all members’ financial situations, including management of their investment portfolios. GEBA Wealth Management is available to GEBA’s more than 15,000 members and sponsored family members throughout the U.S.
“Greg has a deep understanding of how to assist public sector employees with everything from pensions, to survivor pensions, employer-sponsored insurance and retirement plans, to portfolio analysis, retirement planning, estate planning and college planning,” said Michele Rackey, executive director of GEBA. “Led by Greg, our financial advisors take a holistic, fee-based planning approach to financial advising and personalize each member’s plan to accommodate their needs.”
A resident of Anne Arundel County, Klingler earned his bachelor’s degree in finance and management information systems from the University of Maryland, College Park with a Scholars Citation.