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An Ameriprise Private Wealth Advisory Practice

 
 
Gregg Konopaske Ameriprise Financial Advisor

Gregg Konopaske

CFP®, CRPC®, APMASM

Private Wealth Advisor

Managing Director, KONOPASKE, FENNIG & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

 

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703.462.9341

gregg.s.konopaske@ampf.com

 
 

18

Years of Experience

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KONOPASKE, FENNIG & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Office Location

8000 Towers Crescent Dr
Ste 1250
Vienna, VA 22182-6207
Map Phone: 703.462.9341 Fax: 571.327.2188

Hours: Monday9 a.m. - 4:30 p.m.
Tuesday8 a.m. - 4:30 p.m.
Wednesday8 a.m. - 4:30 p.m.
Thursday8 a.m. - 4:30 p.m.
Friday9 a.m. - 4 p.m.

By Appointment Only

Awards & Recognition

  • Ameriprise Circle of Success, 2009, 2010
  • Diamond Ring Award Recipient, 2010

Professional Networks

View my LinkedIn Profile

Education

  • Bachelor's Degree in Mathematics, University of Hartford, 1992

My Approach

Our team takes a unique and collaborative approach to financial planning called Dream > Plan > Track >®. It starts with your dreams supported by a strategic plan that covers your needs based on your entire financial situation. Once KONOPASKE, FENNIG & ASSOCIATES establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and track progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals.

Because we work as a team, our practice offers depth and diversity in our combined skills and experience. You'll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our team is supported by professionals with backgrounds in many fields, so you'll understand and feel comfortable with the guidance you receive and the strategy you develop with your advisor.

Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business

Interests

  • Married 14 years. Wife: Jill, Daughters: Sydney and Sophie
  • Enjoy golf as members of The Golf Club at Lansdowne
  • Enjoy coaching youth soccer and playing softball
  • Completed the Marine Corps Marathon and enjoy triathlons
  • Owner, Danbury Whalers Minor League Hockey Team

Community Participation

Travel Youth Soccer Coach: Old Dominion Soccer League. Volunteer fundraiser: Cystic Fibrosis. Volunteer Homebuilder: Habitat for Humanity. Sponsor: McLean Orchestra. Men's Golf Association Member: The Golf Club at Lansdowne. Men's Club Member: Congregation Beth Emeth.

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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License Information

I am licensed and registered to conduct business in VA.
Based on licenses and registrations I hold, I may also conduct business in AK, DC, FL, GA, OH, NC, NJ, CA, WA, AZ, NY, SC, MD, MA.

CA Insurance #0E12688

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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