Broker Check

Michael Greenberg CFP®

(561) 738-6464
[email protected]

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.  

Michael is passionate about being entrusted to bring peace of mind to his clients, and to clarify and prioritize their financial goals. He is a major contributor for Brightscope.com