About Scott J. Greenberg - Certified Financial Planner

About Scott J. Gre​enberg

“I believe you deserve clear, logical advice and immediate attention.  We are blessed to grow our practice through referrals, by consistently exceeding our clients' expectations and providing the best experience possible. 


Call me personally at 703-407-7896 or 732-630-6264 to see the difference for yourself.”

Scott J. Greenberg CFP®, RICP®, ChFC is the Chief Financial Strategist on the team.  He earned a bachelor’s degree in Finance from the Robert H. Smith School of Business at the University of Maryland in College Park, where he also received special honors by the College Park Scholars Program in Science, Technology and Society.

Scott has been awarded the Five Star Wealth Manager Award by the Washington Post and Forbes in 2015, and 2018-2022 and has also been appointed to the Elite Producer Group of Equitable Advisors which is comprised of the most distinguished, innovative and respected financial professionals.  In 2018 Scott was recognized by Equitable Advisors with the "Circle of Excellence" award, and achieved the "Hallmark I" career milestone.  In 2021 Scott received the highly coveted "Order of Excalibur" award from the organization.

In 2017 Scott was selected as one of the "Forty Under 40" by NJBIZ based on a track record and commitment to success, professional achievement, and contributions to the community.

Scott is currently the President of the Brick Chamber of Chamber and sits on the executive board of directors.  In 2019 SJG Private Wealth Management was selected as Business of the Year by the Chamber, which consists of approximately 400 local businesses. 

In 2021 Scott was selected to be included in the Top 100 Magazine in their special "People in Finance" edition.

Scott is a past Treasurer for the Crystal City-Pentagon Rotary club of 6 years and has also served as District Treasurer for Rotary International District 7610 which is comprised of 60 clubs in the mid-Atlantic region.  He currently serves as President of the Brick Morning Rotary Club and is also involved with many other civic and charitable organizations.

Scott lives with his wife, Kait, and 2 daughters, Sophie and Kayla.  They are active members of the community and are frequently seen giving generously of their time and resources.  When he’s not working hard for his clients or volunteering, Scott enjoys spending time with his family, playing golf, and going to the beach.