Jack Greenberg
First Vice President - Wealth Management Financial Advisor at UBS Financial Services, Inc.
- Role
- First Vice President - Wealth Management Financial Advisor at 瑞銀環球資產管理
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Jack Greenberg
For over a decade I have helped entrepreneurs, engineers, technology professionals and attorneys achieve goals, grow wealth and avoid costly mistakes. I am a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor (CEPA®) providing business owners looking to exit their business with strategic planning. Our team - Walnut Wealth Management Group will help you:prioritize goalssimplify and organize your financial lifeimplement a 3L framework (Liquidity, Longevity, Legacy)avoid costly financial mistakesspend more time doing the things you loveFor information on designation disclosures please visit are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
First Vice President - Wealth Management Financial Advisor
Jun 2013 — Present · Pittsburgh, PA, US
Education
Penn State University
BA, Political Science, History
Duquesne University
Executive Certificate in Financial Planning
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