Owners

Latest Summer 2017 Quarterly Newsletter In this issue, David Greene, CFP, reflects on current markets and how to prioritize what will actually impact their growth and stability. Kevin Donovan, CFA, discusses P/E valuations and how they compare in today's market environment. With many children heading back to school, it is important to be aware of possible pitfalls to avoid while utilizing financial aid so read How Assets Impact College Aid Eligibility on FAFSA and CSS Profile. Finally, see what the CJM Team and their families were up to this summer! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

David D. Greene, CFP® | CEO

Teachers and coaches are responsible for educating people in an easy to understand manner, how to best accomplish their goals and objectives – whether they are in a classroom or on the field of play. David D. Greene, CFP ® brings both backgrounds to his role as Executive Vice President with CJM Wealth Advisers, Ltd. working with professionals, families and business owners with their various wealth management needs.

Since 1996, David has been working with his clients to address the pressing financial concerns they face. Together, they develop plans to help deal with those concerns and then put the plans into action. His additional experience as a teacher and coach has helped him to develop a specific style of working with clients. By providing clients with the knowledge, tools, and guidance they need, David empowers his clients to create their own success and financial independence.

David has been quoted in publications including the Wall Street Journal, Business Week and Employee Benefit News. Professionally, he has gathered balanced experience in the areas of investment management, insurance planning and retirement analysis working for McNair & Company as Managing Director and Edmiston Investment Consulting Group as Associate Financial Advisor. He also served as a teacher with Teach For America through which he taught 5th grade at Ruth K. Webb Elementary in Washington, DC. David currently participates in the Second Saturday monthly workshops for women designed as a resource to help them deal with the legal, financial, family and personal issues of divorce in a logical, yet compassionate way.

David is a graduate of the University of Virginia where he earned a Bachelor's Degree in Finance/Marketing from the McIntire School of Commerce. In addition, David also holds the Certified Financial Planner™ (CFP ) practitioner designation.

David and his wife, Maria, currently reside in Arlington, Virginia with their three young children – Leila, Diego, and Lucia. David has enjoyed coaching soccer for over a decade, most recently as a head coach with the Lightning Soccer Association. In the rare spare moment, he enjoys playing soccer, hiking and reading.

Accolades


    • Top Financial Planners - David Greene (2011, 2013, 2014, 2015, 2016)

    • Best Financial Planners - David Greene (2016)

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