Prime Capital Financial expands in the Mid-Atlantic region by adding Joan Greenspon, CFP®, a Philadelphia-area financial advisor with more than a decade of experience supporting families through major life transitions.
Greenspon is known for a disciplined planning process that helps clients stay focused on long-term outcomes and provides comprehensive guidance across retirement, investments, insurance, tax strategy, and estate planning.
“Joan’s background supporting families through complex financial decisions aligns well with our client-first approach, and we’re pleased to have her join the team,” said Glenn Spencer, chief executive officer of Prime Capital Financial.
Greenspon holds the CERTIFIED FINANCIAL PLANNER® designation.
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