Seth Greeneemail
2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004
Professional Story
Knowledge is the key to a successful financial future. Preparing for the next step in life isn’t always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you; identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I can provide comprehensive financial strategies and/or focus on one specific area of need. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I was born and raised in Richmond, Virginia, and come from a sports background. My father was a former Phillies Major League Pitcher, which brought me up to the Philadelphia area where I had the same pursuit. Due to sustained injuries, my career was cut short, however, my passion for youth sports commenced. I’m a pitching instructor developing youth, high school, and college athletes, as well as a high school pitching coach at Holy Ghost Preparatory School in Bensalem, PA where I currently reside with my wife. During the summers, you can catch me down at the Jersey Shore or out on the golf course.
Education
Virginia Commonwealth University (2010-2014)
Wilder School of Government and Public AffairsHobbies
Golf
Community Involvement
The Block Cares
The Block Kids MinistryLanguages:
- English
Specialties:
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Group Benefits
- Risk Management Strategies
- Estate Planning
- Financial Education