Greg Makowski is a founding partner and Managing Member of CFS Investment Advisory Services, LLC, a Registered Investment Advisor, and has been advising institutions, retirement plans, high net worth individuals and families for over 40 years. He is a featured speaker at national industry conferences on 401(k) and retirement plans and has been featured in radio, print and electronic media. Greg is the co-author of “Common Financial Sense,” a former number one Amazon bestselling book about simple strategies for successful 401(k) and 403(b) retirement plan investing.
The Financial Times selected CFS as one of the 300 Best Investment Advisors in the U.S. Since 2017, CFS has been recognized as one of the Top Defined Contribution Advisory Firms by the National Association of Plan Advisors. In 2018 and 2020, PlanSponsor magazine recognized CFS as one of the Top 100 Retirement Plan Advisors in the U.S. Barron’s has recognized Greg as one of the Top Best-In-State Wealth Advisors in the country for the ninth year and he is a multi-year New Jersey Five Star Wealth Manager award winner.
Greg has served on the boards of Catholic Family and Community Services and Fisk University, as well as on the New Jersey Office of Attorney Ethics Committee. He was an adjunct faculty member and faculty coordinator for Fairleigh Dickinson University. He is currently a member of William Paterson University’s Cotsakos College of Business’ Advisory & Advancement Board.
Greg is a graduate of William Paterson University. He went on to become a Certified Financial Planner™ professional and holds the Accredited Investment Fiduciary® designation.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
National Association of Plan Advisors (NAPA) nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.
The Barron's Top 1,200 Advisors rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.