Background and Education
Dylan Greenberg, CFP® is a Tucson native and a proud 2013 graduate of Salpointe Catholic High School. His passion for sports and business led him to the University of Kentucky, where he not only played football but also pursued his academic ambitions. Dylan earned both his Bachelor of Science and Master of Science degrees in Finance in 2018. What makes Dylan’s story unique is his journey as a walk-on athlete who earned a full athletic scholarship, a testament to his dedication and perseverance.
Why Finance?
Dylan’s interest in finance began at a young age when he enjoyed trading stocks. Over time, his fascination with the financial industry grew, and he became particularly drawn to financial planning. Dylan found that helping individuals plan for their retirement and secure their financial futures was incredibly rewarding. He takes great pride in educating clients and developing strategies that empower them to live their best lives in retirement.
Professional Experience
Dylan began his professional career at RBC Wealth Management, where he worked on the fixed income trading desk. This experience honed his skills in financial markets and investment strategies. Today, Dylan co-hosts the Money Matters Radio show on KNST 790AM and the Money Matters TV show on KGUN 9, where he shares valuable insights with the community and educates listeners on financial topics. His involvement in educational seminars and commitment to sharing his expertise further exemplifies his dedication to both his clients and the broader community.
Why Greenberg Financial Group?
Dylan’s goal growing up was always to join Greenberg Financial Group (GFG), and he made that dream a reality sooner than expected. He joined the team right out of college, and becoming part of GFG so early in his career has greatly accelerated his growth and knowledge in the financial industry. The team-based, client-first culture at Greenberg Financial Group has allowed Dylan to expand his expertise and provide exceptional service to his clients.
Mission and Approach
Dylan’s primary mission is to help as many people as possible achieve the retirement they’ve always imagined. His approach is centered on creating lasting relationships built on trust, transparency, and a deep understanding of each client’s goals. Dylan brings both knowledge and passion to his role, taking pride in crafting personalized financial plans that help his clients navigate their unique journeys toward retirement.
Personal Interests and Fun Facts
Licenses and Certifications
“I am committed to helping individuals and families achieve their financial goals, particularly when it comes to retirement planning. My passion, knowledge, and dedication to building long-term relationships make me a trusted advisor for my clients.”
