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Greg Kutrow

Managing Director

MEET Greg

Greg Kutrow began a career in financial services with the Principal Financial Group in 1989, serving as an advisor and a Regional Managing Director for the Principal in Greensboro, North Carolina and Washington, DC. Greg joined Pensionmark (now WIA), a national retirement plan and wealth management firm headquartered in Santa Barbara, California in early 2018. Greg is a CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED PLAN FIDUCIARY ADVISOR™. A Registered Representative with Pensionmark Securities Greg holds Securities registrations Series 6 (Investment Company Products/Variable Contracts Limited Representative), 63 (Uniform Securities Agent State Law Exam), 24 (General Securities Principal), and 7 (General Securities Representative). Greg is a graduate of the University of North Carolina and currently resides in Wilmington, NC with his family.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Greg Kutrow

Managing Director