Jack Greene, CFP® Financial Planner

Jack's journey into the financial industry started with one overarching goal: the genuine desire to help people.

In 2017 he earned the globally recognized CERTIFIED FINANCIAL PLANNER™ designation.

Jack empowers his clients, providing them financial clarity and understanding. His areas of expertise include comprehensive financial planning, portfolio creation and management and diversifying concentrated equity positions.

He holds the Series 7 and Series 66 securities licenses, and is also Life, Health and Variable Annuity licensed with the state of Florida.

Jack graduated from the University of Central Florida with a Bachelors of Science in Business Economics. He also completed the CERTIFIED FINANCIAL PLANNER™ education at the University of Central Florida.

In his time away from the office, Jack is active and adventurous. He enjoys spending time at the beach, hiking and camping. One of his passions is discovering new restaurants.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.