About Scott J Greenberg - Financial Planner Point Pleasant NJ

About Scott J. Greenberg

“I believe you deserve clear, logical advice and answers, in language you can understand, and without having to wait.  We are blessed to grow our practice through referrals, by consistently exceeding our clients' expectations and providing the best experience possible. 

Call me personally at 703-407-7896 or 732-630-6264 to see the difference for youself.”

Scott J. Greenberg CFP®, RICP®, ChFC is the Chief Financial Strategist on the team.  He earned a bachelor’s degree in Finance from the Robert H. Smith School of Business at the University of Maryland in College Park, where he also received special honors by the College Park Scholars Program in Science, Technology and Society.

Scott believes in maintaining the highest standards of professionalism and competency, including the knowledge to assist clients in today’s ever-changing environment.  To provide the highest level of expertise to his clients, Scott has earned the CERTIFIED FINANCIAL PLANNER ™ professional, Chartered Financial Consultant, and Retirement Income Certified Professional designations. Scott was awarded the Five Star Wealth Manager Award by the Washington Post in 2015.  And has also been appointed to the Elite Producer Group of AXA Advisors which is comprised of the most distinguished, innovative and respected financial professionals.  

Since 2011, Scott has been a qualifying member of the Million Dollar Round Table, a prestigious network made up of the top 5% of financial professionals internationally. Members of the MDRT are recognized for serving their clients with outstanding performance and the highest standards of ethics, knowledge and productivity.

In 2017 Scott was selected as one of the "Forty Under 40" by NJBIZ based on a track record and commitment to success, professional achievement, and contributions to the community. 


Today, Scott specializes in providing successful individuals and families with independent and trusted financial guidance in planning for a secure retirement.  Scott speaks often at events for clients as well as the public on a wide range of financial planning topics at a variety of venues along the East Coast.

 

Scott lives with his wife, Kait, and daughter, Sophie, in both VA and NJ, where they are active members of the community and are frequently seen giving generously of their time and resources.  Scott is a past Treasurer for the Crystal City-Pentagon Rotary club of 6 years and is currently serving as District Treasurer for Rotary International District 7610 which is comprised of 60 clubs in the mid-Atlantic region. 

When he’s not working hard for his clients or volunteering, Scott enjoys spending time with his family, travelling, and playing tennis and golf.