Greg Chapas
Wealth Advisor
Greg Chapas joined the team at Fortress Wealth Planning in October 2023. With previous experience in the Financial Services industry as an Advisor, he was drawn to the more comprehensive and personalized approach that Fortress Wealth Planning delivers to clients. Greg thoroughly enjoys the ability to give clients peace of mind and the feeling of financial freedom that comes with being prepared for their financial future.
As an Accredited Asset Management Specialist, Greg has experience with the asset management process, estate planning, investment opportunities for retirement, regulatory and ethical issues, investment considerations for small business owners and executive compensation plans.
A lifelong native of Northeast Florida, Greg lives in Atlantic Beach with his wife, young son and three rescue dogs. Greg enjoys spending time with his growing family, visiting with friends, fun days on the boat, coaching and playing lacrosse.
Education and Designations
Accredited Asset Management Specialist (A.A.M.S)
Bachelor’s degree in Business Administration, Flagler College
Membership and Community Involvement
Lacrosse Coach- The Bolles School