About Me

My name is Greg Vojtanek (voy-TAN-ek) [he/him] and I’m a Fee-Only Financial Planner based out of Burbank, California. I hold a B.A. from Lewis University (Chicago-land area), completed my CFP® coursework at Texas A&M, and am a CERTIFIED FINANCIAL PLANNER™.

I received my first residual check from a commercial in 2000. I bought my first rental property in 2008 because I never wanted that residual income to stop. I was introduced to stock market investing in 2010 and haven’t looked back. I’ve also been fortunate enough to work in a Writers’ Room and alongside some of the nicest people in the industry.

Q & A with Greg:

Do you like dogs?

No.

I love dogs! All dogs are good dogs.

What is your first memory surrounding money?

I remember my dad taking me to the bank to open a Savings account. He was so proud. I was like 9-years-old and I put my birthday money in it. I learned that it's important not to spend it all and that I should save some of it. I found out there was a place other than my bedroom where I could keep my money. It blew my mind.

What was your first job?

I grew up in the Midwest and a classic summer job was detasseling corn. I lasted two days. Then I immediately got a job as a stock boy at the local grocery store in town. But it also meant that I had to work during every Friday night high school football game and it killed me. I could hear the crowd and see the lights while I was bagging Clamato juice or whatever.

What was the best money decision you ever made?

I opened a Roth IRA when I was 27-years-old. I think I funded it with $2,500.

Describe what you do in five words or less.

Help people achieve their goals.

What’s the most fun you ever had with money?

I tapped into my brokerage account in 2016 to buy a World Series ticket to Wrigley Field. The Cubs lost 1-0 but it was an unforgettable experience and I regret nothing.

Why should someone hire a Financial Planner?

I think everybody could use a Financial Plan, regardless of income levels. We all have our blind spots and knowing that a professional could help us avoid making a big mistake is invaluable.

Name one thing about your job that people would be surprised to hear.

It’s not really about investments. Investments are an important part of the job but they’re a much smaller percentage of it than most people realize. Listening skills are more valuable than investing skills.

Do you have any big projects coming up in the near future, personally or professionally?

Just keep doing what I’m doing but try to expand. I like writing my blogs and newsletters along with recording those videos. I think I’ll host “Open Office Hours” on Facebook Live or Instagram once a week. I really like giving away free financial information. Oh, Janna and I rarely take vacations so we’re going to make more of an effort to get away. Janna’s been my partner-in-life since 1999 and she makes me laugh every single day. I’m very lucky.