Adam Greenspan, CFP®

Founder

Financial Planner

Prior to becoming a financial planner, I was conflicted about the right career path for me to take. After much personal reflection I decided to become a financial advisor hoping this career would lead to personal growth. I quickly learned what I relish is helping people navigate some of life’s most difficult decisions with grace, integrity, and joy.  In today’s complex world, I strive to simplify the financial planning process for my clients, so they feel confident in their financial decisions and trajectories.

I have experience working with individuals in the public, private, and non-profit sectors. This broad-based exposure has expanded my knowledge base, enabling me to assist clients with whatever circumstances may arise. When working with clients I employ a levelheaded and unbiased approach with no preconceived notions as to what a client may need or want. Working with my wonderful clients through the years has been a source of immense personal and professional fulfillment in my life, and I look forward to continuing this journey in the years to come.

Outside of my financial planning career I enjoy spending time with my family, running, hiking, and biking. Thank you for visiting Greenspan Financial Planning. I am looking forward to continually helping individuals and families ascend towards their financial goals one step at a time.

EDUCATION:
Bachelor of Business Administration- The University of Massachusetts Amherst Isenberg School of Management

CERTIFIED FINANCIAL PLANNER™

Scott Berenson 

Client Service Associate

After more than 20 years in the consumer products industry — working in everything from customer service and finance to product innovation and licensing— I’ve made an exciting transition into the financial services industry. I’ve always loved solving complex problems and helping businesses succeed, and now I get to bring that same mindset to my work with individuals and families as they strive towards their financial goals. At Greenspan Financial Planning, I’m proud to combine my broad business background with my true passion for personal finance to make a real difference for our clients.

When I’m not serving our amazing clients, I enjoy cooking, hiking, cycling, and vacationing with my family on the Cape.

EDUCATION:

BA in International Relations- Tufts University

LICENSES:
MA Life, Health & Accident Insurance licenses; SIE and Series 7