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Scott J. Greenberg CFP®, RICP®, ChFC

Scott J. Greenberg CFP®, RICP®, ChFC

Chief Financial Strategist

Text Scott directly at 703-205-0407 to start a conversation!

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 7 times including 2018-2023 and has also been appointed to the Elite Producer Group and Paramount Planning 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 he has achieved many other career milestones within the organization.  In 2021 Scott received the highly coveted "Order of Excalibur" award.

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 has served as President of the Brick Chamber of Chamber and as President of the Brick Township Educational Foundation.  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 a dedicated Rotarian, having served as President, Foundation President, and Treasurer for his local club and also as District Treasurer for Rotary International District 7610 which is comprised of 60 clubs in the mid-Atlantic region.

Scott lives with his wife, Kait, their 2 daughters, Sophie and Kayla, and their dog Sadie.  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.