Joan
Greenspon
CFP®
Here to act in your best interests
About me
I love being a financial planner because it gives me the opportunity to help my clients build their wealth and create a plan to reach the goals that are important to them. It’s what inspires me every day. Beyond work, I’m all about being active outside, especially with my children. I’m also a big fan of podcasts because they help fuel my love of learning.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, Political Science - Gettysburg College
Visit one of our Locations
Philadelphia I - Plymouth Meeting
600 W. Germantown Pike
Suite 100
Plymouth Meeting, PA 19462
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
