Gregg Michael Gottlieb
Investment adviser representative at Viable
40 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$214.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
40 years in the industry.
- Benefit Funding Services LLCFeb 2025 to now
- ViableMar 2024 to now
- Viaable, LLCMar 2024 to now
- Regal Wealth Advisors, LLCJan 2005 to now
- World Equity Group, IncMay 2024 to Sep 2025
- LPL Financial LLCJan 2019 to Mar 2024
- Kestra Financial Services, IncApr 2016 to Jan 2019
- The Diamond AgencyJun 1986 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Viable
Legal name: Viable Planning, LLC
$214.2MAssets managed
206Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2011631
- Firm CRD
- 322140