Greg Diamond

Greg is driven by the desire to simplify financial topics for his clients, helping them cut through all the noise they hear on the internet and elsewhere. He works with many individuals, families, and small businesses—managing wealth, financial modeling/planning, tax integration, and retirement plans as well as analyzing risk management strategies and securing insurance.

Greg spent 25 years with GCD Advisors before transitioning to Carson Wealth, where he continues to refine his approach to comprehensive financial planning.

A graduate of Indiana University, Greg holds a bachelor’s degree in accounting. Over the years, he has built, operated, and sold multiple businesses and has developed a detailed financial planning tool that has become the foundation of his planning process.

In his free time, Greg loves to golf, play pickleball, bicycle, and ski. He also enjoys spending time with his two adult children and granddaughter. Greg is involved on a regular basis with Play for Pink, an organization dedicated to research to prevent breast cancer.

Greg Diamond is not registered with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Wealth Services or its registered representatives.