About Scott J. Greenberg - Certified Financial Planner

About Scott J.

“I believe you deserve clear, logical advice, 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 or text 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. 

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.

Scott was awarded the Five Star Wealth Manager Award by the Washington Post and Forbes in 2015, 2018 and 2019, 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.  In 2018 Scott was also recognized by AXA Advisors with the "Circle of Excellence" award, and achieved the "Hallmark I" career milestone.

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 2 daughters, Sophie and Kayla.  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 has also served as District Treasurer for Rotary International District 7610 which is comprised of 60 clubs in the mid-Atlantic region.  He currently serves as President of the Brick Morning Rotary Club and is also involved with many other civic and charitable organizations.

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