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Greg Giardino Named to InvesmentNews’ 2025 Rising Stars

Greg Giardino

- CFP®, CPWA®

10/27/2025

3 minutes

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Greg Giardino, CFP®, CPWA®, Vice President and Financial Advisor on the Atlas Team at Wealth Enhancement, has been named to InvestmentNews’ 2025 ranking of Rising Stars. This list recognizes exceptional wealth management professionals aged 40 and under in the U.S. who have made significant contributions to the industry and shown promise as future leaders.  

As a fiduciary, Greg takes a client-first approach to financial planning and holds the prestigious Certified Financial Planner™ (CFP®) certification, along with the Certified Private Wealth Advisor (CPWA®) certification, an advanced credential for advisors who work with high-net-worth clients. His insights have appeared in various media publications, including the Wall Street Journal, Barron’s, Financial-Planning.com, AARP, MarketWatch, and CNBC, among others. 

Greg is Wealth Enhancement's only financial advisor to be named on InvestmentNews' 2025 "Rising Stars" List of Best Wealth Managers & Advisors Under 40 in the USA. 

About InvestmentNews 

InvestmentNews’ mission is to be the leading source of news, analysis and insights for financial advisors and wealth-management professionals. They are dedicated to providing timely and accurate information that helps their audience make informed decisions, stay ahead of industry trends, and grow their businesses.   

InvestmentNews strives every day to be a catalyst for growth and positive change in the wealth management industry, and to inspire the next generation of financial advisors.    

About Wealth Enhancement  

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide tailored financial plans and investment management services to serve the unique needs of our clients from our 150 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. 

Awarded 10/13/25 for the ranking year 2025.  

Head shot of Greg Giardino

Vice President, Financial Advisor

Oakland, NJ

Greg brings over 15 years of experience in the financial planning industry. Greg’s passion for wealth management started at home. When his father unexpectedly passed away at an early age, his family remained financially stable because of the steps his father took with estate and legacy planning. This tragic event inspired Greg to help his own clients protect their biggest asset – their families.

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