David Greenberg is the President of Integrated Planning Concepts, established over 15 years ago, and located in Livingston, NJ. David finds his passion in supporting his clients in making the most powerful financial decisions possible, while allowing them to increase their economic confidence. He believes the most important aspects of his business are having integrity, providing outstanding service, and always doing what is in the best interests of his clients.
David has received his CLTC designation (Certification in Long Term Care Planning), and is a authorized user of The Living Balance Sheet® online Financial Management System. He is a consistent member of the Million Dollar Round Table*, as well as various other Leader’s Clubs recognized for building a successful insurance and financial planning practice. He is also a member of the Greater Essex Area NAIFA (National Association of Insurance and Financial Advisors), and has spoken at various industry events in an effort to provide insight and education to other advisors. David has also served as President of his local Business Networking International chapter, was the Master of Ceremonies at the Morris County Chamber of Commerce Business Connections meetings during the first quarter of 2014, and is currently the Chairman of the committee that runs that event.
David graduated Suma Cum Laude from the George Washington University in Washington, DC with a degree in Finance and was awarded the university’s prestigious Outstanding Achievement Award. He resides in Warren, NJ, is married to his wonderful wife Stephanie, and is the proud parent of Madison, Jake and Benjamin. He is also an avid runner and is proud to have completed the 2009 New York City Marathon.
* This award is not issued or endorsed by Guardian or its subsidiaries.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.