Greg Vairo is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients.
He graduated from Virginia Tech Cum Laude and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning.
During his time at Virginia Tech, Greg was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association (FPA). After graduating, he joined Marotta Wealth Management in 2021.
He currently lives in Virginia Beach where he enjoys weightlifting and kayaking.
Credentials & Memberships
CERTIFIED FINANCIAL PLANNER™
The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.
For more information about this designation, see the CFP Board website.
NAPFA-Registered Financial Advisor
This membership represents the highest standard of fiduciary duty in the financial services industry.
For more information about this membership, see the National Association of Personal Financial Advisors.
Specialties
Latest Articles
Q&A: Wash Sale: VFIAX and VOO?
The IRS has very limited case law on what constitutes a substantially different fund. However, here is what we do in our own trading.
How the Kiddie Tax is Calculated
Some investable assets in the name of the child can currently keep $2,300 of unearned income from the tax rate of the parents.
Can Taxable Life Insurance Benefits Contribute to an IRA?
If you have this fringe employer or former employer benefit, I hope you are able to take advantage of making small Roth IRA contributions throughout your retirement.