Financial Advisor Delray Beach, FL | Michael Greenberg

Michael Greenberg is a Certified Financial Planner™ (CFP®) located in Delray Beach, FL.

At Greenberg Financial Group, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

About Michael Greenberg:

Michael Greenberg, a Delray Beach Certified Financial Planner™ (CFP®) began his career in 1993 at Dean Witter in Ft. Lauderdale, Florida. In 1999, he founded Benefit Concepts Inc. to provide employee benefits and retirement planning strategies for small to medium size companies. Michael is currently a Delray Beach Certified Financial Planner® and President of the Greenberg Financial Group, where he works with professional money management firms and helps his clients manage risk with full transparency to help achieve their financial goals.

Michael attended the University of Hartford toward a degree in Business Administration. More recently, Michael has taken courses over the past decade at Florida Atlantic University, relating to financial and estate planning, taxation, retirement planning, and insurance.  He holds the CERTIFIED FINANCIAL PLANNER™ professional designation. Through his RIA, he services clients in all states registered or exempt. He is insurance licensed in Florida, New York, New Jersey, Connecticut, California, Pennsylvania, and Texas, held Series 7, 63, and 65 securities license.

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