About My Practice
Cognizant Wealth Advisors provides close, personalized guidance to individuals and families to help you attain financial independence and retirement peace of mind. We assist you in developing financial plans and making informed investment and other financial decisions that support the myriad goals you have for your life. Can you recall a time in your life when you felt exceptionally care-free? It’s likely you weren’t worried about your financial situation. Our goal is to help you recapture that feeling by discovering and making the right choices today that will lead to financial security in the future.
Considering changing jobs? Going through a divorce? Inheriting money? Receiving company stock or options? All these situations require making numerous choices that can have a huge impact on your future. Let us help you make the financial decisions best suited to your unique goals in life.
As a parent and small business owner, I understand the challenges of making sure I'm saving enough for my child's education without depleting the resources needed for my family's retirement. As an ex-high tech executive, I understand the economic drivers behind business and investment success. I look forward to meeting you and finding out more about what's important to you!
Artie Green, CFP®, MBA, is founder and principal of Cognizant Wealth Advisors, a financial planning and Registered Investment Advisory firm located in Palo Alto, California. Artie is a CERTIFIED FINANCIAL PLANNER™ Professional and additionally holds a NASAA Series 65 license for investment advisors. He earned a Bachelor of Science Degree in Mathematics/Computer Science from Carnegie-Mellon University, a Masters Degree in Business Administration from the University of Delaware, and has additionally completed the University of California Santa Cruz Certificate Program in Personal Financial Planning.
Artie has been recognized as an expert in financial planning by the media and by his peers. He has been quoted in PlanningForCollege.com, in Bankrate.com, and in the San Jose Mercury News, and also writes a monthly column on financial planning topics for the Los Altos Town Crier. He is a board member of the Silicon Valley chapter of the Financial Planning Association, through which he organizes annual free financial advice clinics and workshops in the South Bay area that served over 150 people in 2011.
Before founding Cognizant Wealth Advisors, Artie spent approximately five years as a financial planner at PWJohnson Wealth Management and over twenty years at Hewlett-Packard Company as Director of Business Planning & Strategy and in various other business management positions.
In his spare time Artie serves as Chairman of the Board of KMVT Community Media and Television and as an Assistant Scoutmaster in Boy Scouts of America. He and his wife live in Los Altos, California.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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