Costas A Grekis
Costas A Grekis
Vice President - Wealth Management
(412) 507-5192
8805 University Blvd
Moon Township, PA 15108
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CA Ins. License #: 0E81556

My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of Clearview Federal Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation:

My education . . .
  • B.A., Finance, University of Pittsburgh
  • B.A., Marketing, University of Pittsburgh
  • Earned CRPC (Chartered Retirement Planning Counselor) designation, College for Financial Planning
Affiliations . . .
  • NAIFA, National Association of Insurance & Financial Advisors
  • MDRT, Million Dollar Round Table qualifier, 2003 to present
Career Highlights . . .
  • CRPC designate (Chartered Retirement Planning Counselor)
  • 10+ year MDRT (Million Dollar Round Table) qualifier for exemplary performance and client service
  • Advisor of the Year, CUNA Brokerage Services, Inc., 2005, 2015 and 2016
  • MVP Award for Overall Achievement, CUNA Brokerage Services, Inc., 2010
  • CUNA Brokerage Senior Advisory Leadership Team, 2005 - Present


Professional Services
  • Wealth Management
  • Retirement Planning
  • Personal Financial Assessments
  • Insurance Planning
  • Investment Management
  • Financial Planning
  • Education Funding