Scott Greenberg, CLU, ChFC, CFBS
Principal
Scott Greenberg, CLU, ChFC, CFBS started his life insurance career in 1985 at the MassMutual Life Insurance Company. He received his Bachelor’s degree from the University of California, Irvine, and his Master’s degree from Georgetown University in Washington, DC. Scott has earned the Chartered Life Underwriter (CLU) designation, the Family Business Specialist certification (CFBS), and the Chartered Financial Consultant (ChFC) designation from the American College. He is also a certified Trust and Estate Practitioner (TEP).
At Greenberg, Wexler & Eig, Scott works with family businesses and closely held businesses on succession planning issues and also works with foreign national clients with complicated cross-border insurance needs.
Scott has served on the Board of Directors for the Washington DC Life Underwriters (now DC AFIA) chapter as well as on several Association of Advanced Life Underwriters (AALU) committees. He also served as a founding member of the Greater Washington Foundation of Insurance and Financial Advisors (GWFIFA) Board. Additionally, Scott founded the Family Business Forum of Washington, DC at American University and served as the chairman in 1998. Currently, he serves on the board of the DC chapter of the Estate Planning Council and is a member of the Society of Trust and Estate Practitioners (STEP).
Scott is a frequent speaker and author. As a specialist in the advanced uses of life and disability insurance, Scott has been interviewed by Newsweek, the Wall Street Journal, Legal Times and was a regular contributor to the “Ask the Experts” column in the Washington Business Journal. He has also been selected multiple times as a Top Financial Professional in both the Washingtonian and Northern Virginia Magazines.
Scott devotes considerable time to charitable organizations in the Washington area including the National Capitol Poison Control Center and the American Heart Association where, in 1998, he founded and chaired Heart’s Delight, a four-day fundraiser in memory of a friend who died suddenly of a heart attack at age 40. Today, Heart’s Delight Wine Tasting and Auction is one of the most successful charity wine events on the east coast. Now in its sixteenth year, Heart’s Delight has raised over $15,000,000 to fight heart disease and stroke. Scott has recently completed a two-year term on the American Heart Association’s Washington, DC Affiliate board of directors.
After spending six years as the commissioner of the Montgomery Youth Hockey Association, where all three of his sons played ice hockey through high school, Scott is now a happy spectator at Washington Capitals games. Fourteen years ago, Scott converted his passion for wine and writing into a weekly column for the Examiner newspaper chain. His column, “The Vine Guy” was syndicated in several markets across the country. Today, he writes for The Tasting Panel magazine – a well-respected trade publication – and can be heard every Friday afternoon as the host of WTOP radio’s Wine of the Week.
In addition to collecting wine, Scott and his wife, Cindy, a radiation oncologist, share a passion for travel, fly fishing, skiing, rescuing Labrador retrievers and the Washington Capitals. They have three sons and reside in Potomac, MD.