with planning, anything is possible

You are the architect of your freedom

Retirement Funding Advisors, Inc. is committed to helping our clients define, document and manage unique investment and financial goals. This is an interactive and dynamic process, since circumstances sometimes change our clients’ goals. Many scenarios are tested, and ultimately, a plan is developed that links the financial objectives and the investment strategies in a manner that we believe increases the likelihood that our clients’ goals are met.

Strategies that work for you

RFA creates a distinct investment strategy for your goals, such as college education, preparing for retirement, and/or estate planning. Each strategy is then integrated into an overall plan that seeks broad diversification and tax efficiency. For retirement plans, RFA acts as a fiduciary for the investment advisory services provided. The process begins with an Investment Policy Statement that details the investment strategy, goals and fiduciary responsibilities. In the case of 401(k) plans, RFA creates multiple risk-based model portfolios from a customized investment menu. The models allow participants to invest in a well-diversified investment strategy, based on their own risk profile. For endowments and foundations, RFA works to maintain a sustainable balance between growing the portfolio and generating income in accordance with its Investment Policy Statement.

Our Team

Donald I. Gregg, President

Norm León, Portfolio Manager/Director of Investment Research

Mr. Gregg is responsible for the development of the investment strategies and tactics for RFA clients. This includes developing and reevaluating capital markets and economic assumptions, selecting a diverse grouping of multiple investment categories and evaluating and selecting investment managers. Mr. Gregg works with clients to establish a long-term investment plan that is suitable for individualized risk tolerance and is integrated with their long-term financial goals.
Mr. Gregg has devoted his entire career to servicing and overseeing the investment management of corporate retirement plans, foundations and endowments as well as advising individual investors.
He established and served as president and chief investment officer of New England Pension Advisors, the investment advisory subsidiary of the New England Mutual Life Insurance Company and Pension Portfolio Advisors, (the investment advisory subsidiary of Royal Maccabees Insurance Company). In 1995, Mr. Gregg founded Retirement Funding Advisors, Inc., a fee-only investment advisory company registered with the Securities and Exchange Commission. Mr. Gregg earned his bachelor's of science degree in political science from Gettysburg College. He is a graduate of the Tuck Executive Program, Amos Tuck College at Dartmouth.

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Norm León, Portfolio Manager/Director of Investment Research

Mr. León is responsible for researching and evaluating the performance and capabilities of the investment managers who are ultimately selected by RFA for their clients. Once a manager is selected, Mr. León is responsible for monitoring their performance and organization structure to ensure that the manager is meeting predetermined guidelines and objectives.
Mr. León graduated from University of Detroit Mercy in 1994 with a bachelor's degree in Finance. He has decades of investment experience which includes working at MFO Management Company as an Investment Analyst and for Munder Capital Management as a Quantitative Equity Analyst. He began working with Mr. Gregg in April 2004 as an Investment Analyst and currently serves Retirement Funding Advisors as Director of Research.

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Kimberly Gargano, Director of Client Services

Amanda Gregg, Brand Management/Marketing Manager

Kimberly Gargano, Director of Client Services, has served RFA as part of its client-relationship team since 2015. Kimberly earned her Bachelor's of Science degree from Syracuse University and completed her certified financial planner educational requirements at Boston University.

Contact Client Services

Amanda Gregg, Brand Management/Marketing Manager

Amanda Gregg, Brand Management/Marketing Manager has served RFA since 2009. Amanda earned her Bachelor's of Arts degree and master's degree in Journalism and Mass Communications from the University of Colorado at Boulder. Amanda provides a market based perspective and manages the implementation of marketing, branding and online presence and web design.