Gregory C. Fenton, CFP® is the President and Founder of Cambridge Cape Cod Advisors.
He has an extensive background in comprehensive wealth management with particular depth in multi-generational planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Mr. Fenton specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust and estate planning, business succession and other wealth and income strategies.
Mr. Fenton has 30-plus years of experience with a global tax and financial planning firm, Financial Gravity Inc. He holds a Bachelor of Science degree in Accounting, and has also held the Certified Financial Planner (CFP®) designation since 1990. His CFP credentials help the team manage portfolios in a highly TAX-EFFICIENT manner.
In 2022, Mr. Fenton opened a branch office, The Naples Family Office of CCCA, in Naples, Florida – where his family has lived since 1968. The purpose is to help recent retirees who have moved to Florida or business owners who are selling (or who have recently sold their companies) navigate the tax and financial implications of their new situation.
In his spare time, Greg loves spending time with family and friends. He enjoys golf, skiing, traveling and a nice, bold Cabernet Sauvignon.