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Gregory Liszka

Advisor at Cetera

Updated today

Location

Greenville, PA 16125

Credentials

CFP®, Series 63, Series 65

Industry experience

18 years

About

Gregory Liszka is a CFP® professional with 18 years of industry experience, currently serving as an investment advisor representative at Vicus Capital, Inc. He has worked with firms including Cetera Wealth Services and Strategic Lifestyle Advisors and has taught retirement planning classes since 2012. Outside of advisory work, Liszka is a board member of the Grove City Country Club and co-owner of a small custom metal products business. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies such as core–satellite, tactical rotation, and factor investing, and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

103 Woodfield Dr

Greenville, PA 16125

Most active in

Pennsylvania · Texas

Work history

GLR INC.

2023 - Present (3 years)

Cetera

2023 - Present (3 years)

Teach Retirement Planning Class

2019 - Present (7 years)

Vicus Capital, Inc.

2019 - Present (7 years)

Cetera Wealth Services, LLC

2013 - Present (13 years)

Strategic Lifestyle Advisors, Inc.

2008 - 2019 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew P

CFP®, ChFC®, Series 65

Hermitage, PA

Matune Basile Advisors

Andrew Pursel is a CFP® and ChFC® with six years of industry experience. He is currently an advisor at Matune Basile Advisors, where he has worked since 2017 with a brief period at DiNuzzo Index Advisors and IPEG, Inc. Pursel has also held roles at Robert Morris University and Avalon Gold and Country Club. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, tailored investment approach that combines multiple analytic methods and may include options and derivatives in client portfolios.

Options & derivatives strategies
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John M

CFP®

Hermitage, PA

Matune Basile Advisors

John Matune is a CFP® professional with 12 years of industry experience. He has been with Matune Basile Advisors since 2013. Outside of his advisory work, he serves as a board member of Buhl Farm Trust and is a director and secretary of the Strimbu Memorial Foundation. Matune Basile Advisors offers discretionary investment management, financial planning, and retirement plan advisory services tailored to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach incorporating fundamental, technical, cyclical, and charting analyses, and may employ derivatives in client accounts when appropriate.

Options & derivatives strategies
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Michael B

CFA®, Series 65

Hermitage, PA

Matune Basile Advisors

Michael Basile is a CFA® charterholder and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Mba Advisors LLC since 2013. Basile serves on the investment committee of the Community Foundation of Western Pennsylvania and Eastern Ohio. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach tailored to client goals and utilizes a combination of fundamental, technical, cyclical, and charting analyses, including the use of derivatives in some accounts.

Options & derivatives strategies
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Robert P

Series 65

Hermitage, PA

Matune Basile Advisors

Robert Pozzuto is a financial advisor at Matune Basile Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Integrity Alliance, LLC, Lion Street Advisors, LLC, and McHenry Advisers, Inc. He has also held academic appointments at the University of Notre Dame and Franklin & Marshall College. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term, tailored investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and it occasionally employs options and derivatives in client portfolios.

Options & derivatives strategies
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Ryan T

CFA®

Hermitage, PA

JFS Wealth Advisors, LLC

Ryan Tiesi is a CFA® charterholder with five years of industry experience. He has worked at JFS Wealth Advisors, LLC since 2019 and previously spent nine years at Ernst and Young. He serves as an advisory board member for Tecum Capital Partners, a multi-strategy investment firm. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a Financial Goal Plan and an Investment Committee guided by Modern Portfolio Theory to manage portfolios, and offers access to private investment funds, retirement plan services, and various accounting-related functions.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Tiffany D

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Tiffany Danso is a CFP® professional with four years of industry experience, currently serving as an advisor at JFS Wealth Advisors, LLC in Hermitage, PA. She has been with JFS Wealth Advisors since 2016 in various roles. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to manage portfolios utilizing mutual funds, ETFs, and private investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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