Ronald J. Greenberg, CLU, AEP®

Founder & Principal
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Founding Partner, Ronald Greenberg has devoted his practice to working with closely-held business owners and affluent individuals, and has developed one of the leading national firms dedicated to helping clients grow, manage and protect their wealth.

Ron began his career in financial services in 1988. He first qualified for the prestigious Million Dollar Round Table in 1991 and has been a Top of the Table level advisor for the past 15 years. Ron holds the Chartered Life Underwriter (CLU) and Accredited Estate Planners (AEP®) designations and is past president of the North Jersey Chapter of the Society of Financial Service Professionals. He is also a member of the Tri-County and Northern NJ Estate Planning Councils. He has spoken extensively on the topics of preserving family wealth and exit planning strategies for business owners.

In his community, Ron is a founding board member of Liam’s Room, whose mission is to create home-like hospital rooms for children with life threatening illnesses. Ron is also a board member for Cerebral Palsy of North Jersey.

Ron, an avid golfer, lives in Westfield, New Jersey with his wife Debbie and their two children.