Financial Planning | Cybersecurity (E2311869)

Dave Buckwald has been providing financial advice and guidance to clients for more than 30 years. He works with individuals, families and business owners to help them achieve their financial goals so they can spend more time doing what makes them happiest. His mission is to help clients preserve the wealth that's taken a lifetime to build with specialties, including life insurance, estate planning and wealth transfer strategies.

A founding partner of OneTeam Financial, LLC, in Cranford and Red Bank, New Jersey, Greg leads the Retirement Planning Division and collaborates with our team of specialists in the areas of Social Security, Medicare and long-term care.

Greg works closely with clients to design comprehensive, holistic retirement plans that are financially flexible in order to optimize their wealth. He tailors each client’s investment portfolio to meet their unique goals and objectives while minimizing risk. Gregory graduated cum laude from the Fairfield University Honors Program with a B.S. in Finance and Accounting. He began his career in the financial services industry in 2005.

He worked with UBS trading fixed income and options as an Associate Director for seven years before transitioning into the financial services business to pursue his passion of helping clients retire more comfortably with peace of mind.

In 2010, he completed the third level of the CFA program and currently holds the Chartered Financial Analyst (CFA) designation. The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge needed in today’s investment industry. Greg is a Certified Financial Planner (CFP), Certified Long-term Care Specialist (CLTC) and a National Social Security Advisor (NSSA).

Greg is a frequent speaker and provides invaluable education and insight to professionals to assist in navigating the complexities of the financial industry. He is the President of the Red Bank Chapter of the American Financial Education Alliance (AFEA) and continuously informs and educates adults in our communities.

In his free time, Greg enjoys exercising, golfing with friends and clients but his true passion is spending time with his wife, Brenna, and his two little girls Louisa and Haven in their Colts Neck and Long Beach Island homes.

Gina Ference enthusiastically dedicates her professional life to building authentic relationships with everyone that she encounters. She is devoted to enhancing the lives of those around her and advocating to bring them valuable opportunities that can help them live the lives they always imagined. As Managing Director, Partnership Development and Client Relationship Management for OneTeam Financial, LLC, Gina manages our firm’s client relationship activities, employee development, and relationship building with strategic partners to continue growing our firm’s presence and service offerings throughout our community. She works to coordinate frequent educational events in both live and virtual formats for our subject-matter experts to provide timely content to membership groups, civic organizations, financial professionals and others in need of holistic financial planning expertise. Gina is a graduate of Villanova University with a bachelor’s in communications. For more than two decades, she served as an investigator at New Jersey Attorney General’s Office. While there, she worked feverishly to protect seniors and victims of all ages from unfair practices. Connecting with the shared passion that drives the organization and its leadership team to serve, empower and protect the best interest of others, she joined OneTeam in 2019.