Experience & Expertise
Amir joins us with both financial planning and tax experience, working with a local wealth management firm and accounting firm, prior to joining Greenspring. He works on our Financial Planning and Participant Advice team helping to counsel clients through various life decisions such as retirement, investing, tax planning, and cash flow management. Amir is a CERTIFIED FINANCIAL PLANNER™ professional with his Series 65 license and a graduate of Towson University.
Get Better Acquainted With Amir
Favorite Thing About Working With Clients
Being able to help someone reach their goals and help them navigate their finances.
My Philosophy On Client Service
I always try to treat others as I would like to be treated or handle client situations as if they’re a close relative of mine to make sure I am achieving the due diligence required to provide sound advice.