Greg Opitz

Coaches, Greg Opitz

Greg has been working with financial planners for his entire professional career. Before joining Carson Group Coaching in May 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFP Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, “I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their practice and their lives.”

They say “you are a sum of your life experiences.” Greg’s 17 years of managerial experience is drawn upon every day to assist coaching members. It is not simply the 17 years that is critical; but rather, the quality and diversity of that experience. Greg notes, “I worked with some incredibly gifted people at the College for Financial Planning and CFP Board. Those non-profit cultures were very calm and thoughtful. I still work with a bunch of gifted people; the difference is the entrepreneurial spirit in the Peak office. The way we see the world, and the pace and manner in which change occurs is very different. I enjoy both cultures, and adapting to the ‘Peak culture’ was surprisingly an easy transition. The ‘education’ from that transition is what I find so valuable. The experience of working in these different cultures often helps me see things in ways that are helpful and transferable to members.”

Greg earned both his Bachelor’s in economics and MBA degrees from the University of South Dakota. Greg, and his wife, Marilyn, have been married since 1985 and have three daughters. His family is his first passion and priority, but Greg would enjoy fishing every day if possible.

Get to Know Greg

Favorite Food – Pie: pecan, cherry, apple caramel, I NEED HELP!

Hobbies – Fishing: by myself; with buddies, with wife, with daughters, it doesn’t matter

Favorite Biblical story – The Parable of the Prodigal Son

Hidden talents – Completely worthless trivia with a small group of buddies

Fun Fact – On 3 occasions have played poker for more than 30 hours

Purpose – To set the tone for the day as part of my morning login process, I read the Carson Group Coaching mission statement: Our purpose is helping you live yours