Greg Schroen, MBA, CFF®
gschroen@riversidesecurities.com
215 N. Center Street, Suite 1908 San Antonio, TX 78202
(512) 255-0395 (office)
(512) 354-1127 (cell)
Greg Schroen is knowledgeable and experienced in a wide range of investment disciplines and practices, using sophisticated wealth building strategies and techniques, he helps clients navigate tough market environments and make sound financial choices. Greg Schroen believes in providing individualized service, hands-on guidance and customized planning to enable each client to understand, and become comfortable with financial tools and concepts. Above all, Greg provides outstanding customer support and a full range of financial, retirement and tax services representing products from some of the best companies in the industry.
A dedicated financial professional, Greg participates in various independent professional associations that require adherence to professional codes of ethics and a commitment to continuing professional education. Active in professional and community organizations in Austin and throughout Central Texas, Greg has served as president of the Austin chapter of the National Association of Accountants.
Prior to becoming an independent financial/investment professional, Greg worked in the corporate world for over 15 years, holding titles such as senior financial analyst and senior systems analyst. His former employers include Dell, Motorola and Texas Instruments. He owns a growing tax practice and holds a B.S. in Finance and an M.B.A. from the University of Connecticut.
Greg holds Financial Industry National Regulatory Industry (FINRA) Series 6, 26, 63 and 65 licenses, as well as his Texas Group 1 insurance license.