Artie Green, CFP®, MBA

Artie Green, CFP®, MBA, is a dedicated financial planner with a passion for helping individuals navigate their financial journeys to achieve their life goals and aspirations.

With a background in Personal Financial Planning from the University of California, Santa Cruz, an MBA in Business Administration and Management from the University of Delaware, and a Bachelor of Science in Mathematics from Carnegie Mellon University, Artie brings a well-rounded education to his practice.

Artie has a diverse professional experience that includes roles such as CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor at Cognizant Wealth Advisors and PWJohnson Wealth Management, as well as leadership positions at Silicon Valley Media, Uplight Marketing, and Hewlett-Packard.

As a fee-only financial planner, Artie ensures that all recommendations are in the best interest of his clients, offering objective and personalized financial advice to empower individuals to make informed decisions for a secure financial future.

Artie's services go beyond traditional investment advising, as he assists clients in identifying their priorities, building diversified investment portfolios, making sound financial decisions, and implementing tax-efficient strategies for long-term wealth accumulation.

Whether clients are facing financial challenges such as saving for college, planning for retirement, or navigating life-changing events like job transitions or divorce, Artie provides reliable guidance and support to make complex financial issues more manageable.

Artie's ultimate goal is to partner with his clients to make their financial goals achievable, enabling them to lead the lifestyle they desire both now and in the future.

To learn more about Artie Green and the services offered by Cognizant Wealth Advisors and Perigon Wealth Management, please visit their websites at www.cognizantwealth.com or www.perigonwealth.com.