Profile

Retirement Planning (401Ks)

Finance

B2B GovCon III

B2B Member

Greg Caramanica is a CERTIFIED FINANCIAL PLANNER(TM) and owner of Arlington Wealth Planning, LLC. He holds a Master's Certificate in Financial Planning from Georgetown University, a Master's in Business Administration from Virginia Tech, and a Bachelor's in Decision Sciences and Management Information Systems from George Mason. He is a member of the CFP Board, National Association of Personal Financial Planners (NAPFA), Financial Planning Association (FPA), National Association of Tax Preparers (NATP), Virginia Society of Enrolled Agents (VSEA), Better Business Bureau (BBB), and Arlington Chamber of Commerce.

Mr. Caramanica has 30 years of consulting experience and started his financial planning practice in 2012. He resides in Arlington Virginia with his wife and two daughters, where enjoys soccer, boating, and world travel.

Arlington Wealth Planning, LLC

Owner, CEO

320 N Edison St

ARLINGTON

Virginia

22203

Based in Arlington, Virginia, AWP provides 3(38) Fiduciary services for 401k plans. With award-winning Third-Party Administration, Recordkeeping, and Custodial services, our team provides legally compliant 401k plans that seek to reduce legal liability for company executives. We do not have minimums and enjoy partnering with any size firm, large or small. Our goal is to provide thoughtful services that rival traditional plan providers by engaging with sponsors on a more interactive basis. Our fee-only fiduciary status means that we don't work on commission, have no hidden fees, and avoid conflicts of interest so that we can provide a plan that truly represents the participants in the best way possible.

401k 3(38) Fiduciary Advisory Services
Financial Planning
Investment Management
Individual and Passthrough Business Tax Return Preparation

Any size company that would like to start a new 401k plan or evaluate their existing plan against industry benchmarks

1-19

$1M-$15M