Torrey L. Greene, CRPC®, CRC®, ChFEBC sm
Torrey is a Chartered Retirement Planning Counselor® designee with over 20 years of experience in the financial services industry and has worked as a partner and officer for both large and small organizations sharing his vision for success. In 2004, he opened his current office in Newport, New Hampshire so that he could pursue his passion for helping individuals and business owners find greater clarity and confidence in their financial lives.
Trade Associations and Boards:
Past President and current member of the Northern New England Chapter of the Financial Planning Association.
Past President of the New Hampshire Chapter of the International Association of Financial Planning.
Current member of the OMEGA group, a small invitation only, group of diverse International Financial Planners whose sole interest is providing clients with the “best practices” by having available access to internationally recognized practices that are active in all levels of financial planning.
Received BS, from the University of New Hampshire in 1981
Twice served as a National Taskforce member with the Financial Planning Association for their Annual International Conference.
Advisory Board Member with Jones and Babson Mutual funds out of Kansas City, from 1998 to 2003.
Past Board Member for the New Hampshire Health Insurance Underwriters Association, holding several positions.
He continues, as in the past, to be an active member on several local boards for charitable community and non-profit organizations.