Amir Dreams, CFP®

Financial Planner

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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.

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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.

Series 65
Bachelor's Degree in Business Administration
Salem, Oregon
Towson University
Young Men on Tour & House of Ruth MD
Outdoors, reading, movies, sports, spending time with friends & family
Love Your Neighbor
What I Love About Greenspring

The collective kindness and knowledge of the Greenspring team.