Josta Greenwood, CFP®

Certified Financial Planner, Branch Manager

Josta Greenwood is a Certified Financial Planner and Branch Manager with over 20 years of experience. She has built a successful financial planning practice by listening carefully to the concerns of her clients. She works closely with them and assists with making decisions on their investments, tax and estate plans, inheritances, pension plans and severance packages. Written financial plans also address risk management help clients to stay focused on their goals.

She also holds an Elder Planning Counselor designation and especially enjoys working in the area of Intergenerational Wealth Planning. Families, who have the added responsibility for the finances of aging parents and estate issues, have special concerns. She is able to work with other professionals such as accountants and lawyers and can recommend income tax and debt management strategies.

Her goal is to help clients grow and protect assets that have taken a lifetime to accumulate, by offering ongoing management and support.