Find the Certified Financial Planner™
Who's right for you.

Karen B. Greb, CFP®, CIMA, CPWA

Merrill Lynch USX Tower

600 Grant St
49th Fl
Pittsburgh, PA 15219
Phone: (412) 566-6537
Fax: (412) 567-0022

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Sudden Wealth
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.