Connor Greenberg
Independent Financial Planner & Wealth Strategy Advisor @Victory Financial
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WORK HISTORY
Independent Financial Planner & Wealth Strategy Advisor @Victory Financial
Austin, TX, US
As an independent financial planner, I work closely with high-earning families, professionals, and business owners to simplify complex finances, reduce tax exposure, and build lasting wealth and legacy.My approach is planning-first, relationship-driven, and tailored to each client’s specific goals—whether they’re preparing for retirement, optimizing a recent exit, or building a generational estate plan.Services include- Comprehensive financial planning- Tax strategy & coordination with CPAs- Investment & risk management- Estate & legacy planning- Business owner & succession strategiesI serve clients across the country, leveraging technology and a deep commitment to ongoing education and personal connection.
EDUCATION
Allen High School
High School Diploma
University of Arkansas
Bachelor's degree, Financial Investments and Marketing
ABOUT CONNOR GREENBERG
My team and I help high-earning professionals, business owners, and families bring more…
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