Broker Check
David Greenberg, CLTC

David Greenberg, CLTC

Employee Benefits Specialist

David Greenberg is the President and Founder of Integrated Planning Concepts, located in Livingston, NJ. Since 2004, David has established himself as a leader in the insurance and financial planning industry. His passion is rooted in supporting his clients in making the most powerful financial decisions possible, while first focusing on protecting them from the various threats that could derail them from achieving their goals and dreams. His work is centered on increasing economic confidence and confidence for his clients. David believes the most important aspects of his business are having integrity, providing outstanding service, and always doing what is in the interests of his clients.

David has received his CLTC designation (Certification in Long Term Care Planning), and is an authorized user of The Living Balance Sheet® online Financial Organization System. He is a member of the Association for Advanced Life Underwriting (AALU), 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 and Chairman of the Morris County Chamber of Commerce’s largest recurring event, and now serves as an Ambassador of that organization, a privilege reserved for only 2% of its membership.

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.

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0H22296.