Aurelius Family Office
Greg Barishian, CPA, CFP®
Director, Tax Planning
Financial Advisors
About Greg
Greg Barishian brings over 25 years of experience as a Certified Public Accountant (CPA) and, in recent years, has expanded his career into financial planning with a local firm. His combined background in taxation and financial strategy allows him to deliver well-rounded, client-focused solutions.
Legacy & Credentials
From his foundation in taxation to his transition into financial planning, Greg’s career reflects a lasting commitment to delivering well-rounded, client-focused solutions.
Education
- Bachelor of Science in Finance – Bryant University
- Master of Science in Taxation – Bryant University
Professional Certifications & Affiliations
- Certified Public Accountant (CPA)
- Certified Financial Planner® (CFP®)
Greatest Professional Satisfaction
Greg finds fulfillment in creating financial plans that help clients clearly see the path toward their goals while knowing Aurelius Family Office will be there to support them throughout their journey. He takes pride in providing objective guidance and ensuring that every recommendation is made in the client’s best interest.
Community Involvement
While Greg enjoys volunteering with a variety of organizations, he finds the most meaning in helping refugee families resettle in Rhode Island and contributing to the upkeep of historic cemeteries in his community.
Greatest Personal Satisfaction
Greg values achieving a healthy work-life balance. He enjoys working on home projects, spending quality time with family and friends, and making time to volunteer in his community.
Guidance Starts Here
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