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Stefan Greenberg, CFP®, CFS, CLTC
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Wealth Management Expert
Stefan Greenberg, CFP®, CFS, CLTC Quick Facts
Main Areas: Financial Planning; Asset Management; Risk Management; Raising Money-Smart KidsCareer Focus: Financial Advisor; Managing Director
Affiliation: MDRT; NAIFA
Stefan joined the wealth advisory firm Lenox Advisors as Managing Director after eleven years with the Cowan Financial Group where he specialized in asset management, insurance and estate planning.
Stefan’s professional designations include Certified in Long Term Care (CLTC), Certified Fund Specialist (CFS) and he is a Certified Financial Planner (CFP®) certificant.
He graduated from Cornell University in Ithaca, NY and was captain of the Men’s Soccer Team. Stefan continues to stay active with the Cornell Soccer program and is a current member of the Alumni Executive Committee.
California Insurance License: 0C38434
