Partner And Senior Financial Advisor
Current
May 2018 - Present
AeroLeads people directory · profile
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea Email & Phone Number
Partner and Senior Financial Advisor at Greenspring Advisors
at
Greenspring Advisors
1 work email found
@greenspringadvisors.com
3 phones found area 201
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Partner and Senior Financial Advisor at Greenspring Advisors
Location
Paramus, New Jersey, United States
Company size
Who is Greg Plechner, Cfp, Chfc, Clu, Casl, Ea? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea is listed as Partner and Senior Financial Advisor at Greenspring Advisors at Greenspring Advisors, a with 27 employees, based in Paramus, New Jersey, United States. AeroLeads shows a work email signal at greenspringadvisors.com, phone signal with area code 201, and a matched LinkedIn profile for Greg Plechner, Cfp, Chfc, Clu, Casl, Ea.
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea previously worked as Partner and Senior Financial Advisor at Greenspring Advisors and Principal and Wealth Manager at Modellc.
Company email context
Email format at Greenspring Advisors
This section adds company-level context without repeating Greg Plechner, Cfp, Chfc, Clu, Casl, Ea's masked contact details.
*@greenspringadvisors.com
71% confidence
AeroLeads found 1 current-domain work email signal for Greg Plechner, Cfp, Chfc, Clu, Casl, Ea. Compare company email patterns before reaching out.
Profile bio
About Greg Plechner, Cfp, Chfc, Clu, Casl, Ea
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea is a Partner and Senior Financial Advisor at Greenspring Advisors at Greenspring Advisors. He possess expertise in irs enrolled agent, chartered financial consultant, certified financial planner, strategic financial planning, investments and 12 more skills.
Listed skills include Irs Enrolled Agent, Chartered Financial Consultant, Certified Financial Planner, Strategic Financial Planning, and 13 others.
Current workplace
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea's current company
Company context helps verify the profile and gives searchers a useful next step.
Greenspring Advisors
5 roles · 32 years
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea work experience
A career timeline built from the work history available for this profile.
Principal And Wealth Manager
Modellc
2003 - May 2018
First Vice President, Private Client Services
Divisional Director, Financial Planning Services
1998 - 2003
~5 yrs
Director Of Financial Planning Services
Wall Street Advisors, Ria
1995 - 1998
~3 yrs
Assistant Vice President
Pru-Bache
Sep 1991 - May 1995
Team & coworkers
Colleagues at Greenspring Advisors
Other employees you can reach at greenspringadvisors.com. View company contacts for 27 employees →
SB
Sullivan Beck-Winter
Colleague at Greenspring AdvisorsEllicott City, Maryland, United States
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LS
Lauren Smucker
Colleague at Greenspring AdvisorsUnited States
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HT
Hailey Tebo
Colleague at Greenspring AdvisorsNewark, Delaware, United States
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LS
Laura Stoner
Colleague at Greenspring AdvisorsTowson, Maryland, United States
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CW
Christine Weit
Colleague at Greenspring AdvisorsWillow Street, Pennsylvania, United States
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MS
Monyai Stukes
Colleague at Greenspring AdvisorsBaltimore, Maryland, United States
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MS
Marcus Schafer, Cfp®
Colleague at Greenspring AdvisorsWashington Dc-Baltimore Area, United States
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LP
Laura Peace
Colleague at Greenspring AdvisorsLancaster County, Pennsylvania, United States
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AK
Anthony Knight, Cfp®
Colleague at Greenspring AdvisorsLancaster, Pennsylvania, United States
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JB
Jeff Bernfeld, Cfp®
Colleague at Greenspring AdvisorsBaltimore, Maryland, United States
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Sullivan Beck-Winter
Colleague at Greenspring AdvisorsEllicott City, Maryland, United States
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LS
Lauren Smucker
Colleague at Greenspring AdvisorsUnited States
View →
HT
Hailey Tebo
Colleague at Greenspring AdvisorsNewark, Delaware, United States
View →
LS
Laura Stoner
Colleague at Greenspring AdvisorsTowson, Maryland, United States
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CW
Christine Weit
Colleague at Greenspring AdvisorsWillow Street, Pennsylvania, United States
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MS
Monyai Stukes
Colleague at Greenspring AdvisorsBaltimore, Maryland, United States
View →
MS
Marcus Schafer, Cfp®
Colleague at Greenspring AdvisorsWashington Dc-Baltimore Area, United States
View →
LP
Laura Peace
Colleague at Greenspring AdvisorsLancaster County, Pennsylvania, United States
View →
AK
Anthony Knight, Cfp®
Colleague at Greenspring AdvisorsLancaster, Pennsylvania, United States
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JB
Jeff Bernfeld, Cfp®
Colleague at Greenspring AdvisorsBaltimore, Maryland, United States
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FAQ
Frequently asked questions about Greg Plechner, Cfp, Chfc, Clu, Casl, Ea
Quick answers generated from the profile data available on this page.
What company does Greg Plechner, Cfp, Chfc, Clu, Casl, Ea work for?
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea works for Greenspring Advisors.
What is Greg Plechner, Cfp, Chfc, Clu, Casl, Ea's role at Greenspring Advisors?
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea is listed as Partner and Senior Financial Advisor at Greenspring Advisors at Greenspring Advisors.
What is Greg Plechner, Cfp, Chfc, Clu, Casl, Ea's email address?
AeroLeads has found 1 work email signal at @greenspringadvisors.com for Greg Plechner, Cfp, Chfc, Clu, Casl, Ea at Greenspring Advisors.
What is Greg Plechner, Cfp, Chfc, Clu, Casl, Ea's phone number?
AeroLeads has found 3 phone signal(s) with area code 201 for Greg Plechner, Cfp, Chfc, Clu, Casl, Ea at Greenspring Advisors.
Where is Greg Plechner, Cfp, Chfc, Clu, Casl, Ea based?
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea is based in Paramus, New Jersey, United States while working with Greenspring Advisors.
What companies has Greg Plechner, Cfp, Chfc, Clu, Casl, Ea worked for?
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea has worked for Greenspring Advisors, Modellc, Salomon Smith Barney, Wall Street Advisors, Ria, and Pru-Bache.
Who are Greg Plechner, Cfp, Chfc, Clu, Casl, Ea's colleagues at Greenspring Advisors?
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea's colleagues at Greenspring Advisors include Sullivan Beck-Winter, Lauren Smucker, Hailey Tebo, Laura Stoner, and Christine Weit.
How can I contact Greg Plechner, Cfp, Chfc, Clu, Casl, Ea?
You can use AeroLeads to view verified contact signals for Greg Plechner, Cfp, Chfc, Clu, Casl, Ea at Greenspring Advisors, including work email, phone, and LinkedIn data when available.
What skills is Greg Plechner, Cfp, Chfc, Clu, Casl, Ea known for?
Greg Plechner, Cfp, Chfc, Clu, Casl, Ea is listed with skills including Irs Enrolled Agent, Chartered Financial Consultant, Certified Financial Planner, Strategic Financial Planning, Investments, Investment Advisory, Asset Managment, and Portfolio Management.
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