DAVID D. GREENE, CFP®

CEO, FINANCIAL ADVISER, PRINCIPAL

• CEO and Co-Owner of CJM Wealth Advisers, Ltd.
• Graduated from the University of Virginia in 1996 with a Bachelor’s Degree in Finance/Marketing from the McIntire School of Commerce
• Gathered balanced experience over the course of his career in areas of investment management, retirement planning, and insurance planning working for Virginia Asset Management, McNair & Company, Edmiston Investment Consulting Group
• Took a brief but inspiring hiatus from financial services to join Teach for America and teach 5th grade in Washington, DC
• Earned his Certified Financial Planner® (CFP) designation and is an active member in the local chapter of the Financial Planning Association
• Has been quoted in publications including the Wall Street Journal, Business Week and Employee Benefit News
• Participated in the Second Saturday monthly workshops for women designed as a resource to help them deal with various issues of divorce in a logical, yet compassionate way
• Named several years in a row by the Washingtonian and Northern Virginia Magazine as a Top Financial Adviser