Joan Greenspon, CFP®

With more than 20 years of experience providing financial guidance, Joan brings a thoughtful, disciplined approach to helping clients build and manage their wealth. She began her career at Fidelity Investments in 2006, joined Edelman Financial Engines in January 2014, and became part of Prime Capital Financial in February 2026.

Joan is deeply committed to helping clients navigate complex financial decisions with clarity and confidence. She is known for treating clients like family and for being a woman of action, focused on delivering results and following through. Her approach emphasizes practical planning, long-term strategy, and proactive communication.

She is a graduate of Gettysburg College, earning her degree in 2006.

Outside of work, Joan lives with her husband, Dan, and their two children, Samantha (12) and Jack (7). She enjoys spending time with her red lab, Casey, cheering on Philadelphia sports teams, and takes great pride in her country, the United States.