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Ann GreenbergCFP, Financial Advisor
Ann Greenberg began her career in the Financial Service industry as a Securities Analyst for a Wall Street Hedge Fund. After relocating to Connecticut, Ann founded and ran her own financial consulting company, providing consultation and recommendations on stock selection and portfolio management for small financial advisors in the Fairfield County area. She continued to hone her expertise while employed by Financial Services leader UBS, attaining Certified Financial Planner distinction in October of 2011.
Ann’s depth of experience, working both for renowned companies and as a consultant to other financial advisors, provided her with the opportunity to interact with different Financial Advisors, each with their own style and interpersonal skills. These experiences form the vision for service Ann brings to her current clients. Creating a client focused Financial Planning service, a process in which the clients can “Write Their Own Story”. Whether a client is in a life transition, lost a loved one, preparing or saving to retire, the client can create their narrative for their finances and their future. A collaborative partnership with Ann helps clients to pursue the financial goals needed to move closer to the future they envision.
Ann has also has a passion for helping people navigate the difficult transition that a Divorce would entail. She has acquired her Certified Divorce Financial Analyst distinction from the IDFA. She is dedicated to finding a practical and realistic approach to finding solutions at every stage in this journey.
Ann Greenberg graduated from Rutgers College and received her MBA from New York University Stern School of Business. She completed her financial planning certification at Fairfield University.
Ann Greenberg lives in Chicago, Illinois and works with HighPoint Planning Partners. She enjoys tennis, reading and spending time with her family and friends.
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