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Ann Greenberg

About Me

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, unique to the industry, 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 create the financial plan needed to move closer to the future they envision.

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 Redding, CT, with her husband, Elliot, her two children, Jason and Alexandra, and their dog, Stormy. She enjoys tennis, reading and spending time with her family and friends.

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