Amir is a Senior Financial Planner who works with our Financial Planning and Participant Advice team to help counsel retirement plan participants through various life decisions, including retirement, investing, tax planning, and cash flow management. Before joining Greenspring, Amir developed his expertise in financial planning and tax services while working at a local wealth management firm and an accounting firm. He is a CERTIFIED FINANCIAL PLANNER® professional, holds a Series 65 license, and is a graduate of Towson University.
Get Better Acquainted With Amir
Favorite Thing About Working With Clients
“Being able to assist someone in achieving their goals and guiding them in managing their finances.”
My Philosophy On Client Service
“I always strive to treat others as I would like to be treated, and handle client situations as if they were my own close relatives. This helps ensure I achieve the due diligence necessary to provide sound advice.”
