Get to Know Greg

Greg Plechner, CFP®, ChFC®, CLU®, CASL®, EA

Partner & Senior Financial Advisor

Hometown

Amityville, NY

Alma Mater

State University of New York at Oneonta

Favorite Philanthropy

Camp Nejeda

Interests

Racquetball
Biking
Snow Skiing

Favorite Greenspring Core Value

Have A Bias Towards Action

Experience & Expertise

Greg is a Partner & Senior Financial Advisor in the firm’s Private Client Group. He was previously a Principal and Wealth Manager at Modera Wealth Management, LLC and a First Vice President, Private Client Services at Salomon Smith Barney. Greg specializes in helping clients assess their long-term financial goals and then works closely with them to develop, implement, monitor, and periodically reassess a financial plan so that these objectives are successfully met.

Education, Awards and Recognition

  • B.S. in Business Economics, Honors, SUNY
  • Best Financial Advisers for Doctors by Medical Economics Magazine, 2010 and 2012
  • FIVE STAR Wealth Manager, as seen in New Jersey Monthly Magazine, 2011 and 2012
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant®
  • Chartered Life Underwriter®
  • Chartered Advisor in Senior Living®
  • Enrolled Agent

Favorite Thing About Working With Clients

“Finding the opportunity inside of every problem.”

My Philosophy on Client Service

“Under-promise and over-deliver.”

What I love About Greenspring

“The passion, the energy, the people.”