Greg Martik

President at Valley Brook Capital Group, Inc.

Consumer Services

Finance

Profile

Mr. Gregory J.
Martik is a President at Valley Brook Capital Group, Inc. He has a combined more than 35 years of experience working in the financial industry.
Before co-founding Valley Brook Capital Group, Mr. Martik worked in the Private Client branch of Charles Schwab, focusing on high net worth individuals.
He earned a Bachelor’s degree from California State College in 1982, and earned his certification with the Certified Financial Planning Board in 1989.

Greg Martik active positions

Companies	Position	Start
Valley Brook Capital Group, Inc. Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide.	President	2004-09-30

All active positions of Greg Martik

Training of Greg Martik

University of Pennsylvania

Undergraduate Degree

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Linked companies

Private companies	1
Valley Brook Capital Group, Inc. Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide.	Finance