GreeneFI is a Reno, Nevada, financial advisory practice focused on helping individuals plan for retirement and pursue their financial goals. Led by Ken Greene, an educator and advisor, the firm offers personalized guidance through a three-step process: clients share their retirement vision, work with GreeneFI to develop clear action steps, and receive ongoing plan monitoring. Greene holds two bachelor’s degrees from the University of Nevada, Reno, is a licensed Professional Engineer and insurance agent, and is a Registered Social Security Analyst and Investment Adviser Representative.

GreeneFI’s services include retirement income strategies, wealth management, asset preservation, IRA legacy planning, tax-efficient strategies, investments, annuities, and IRA and 401(k) rollovers. The practice describes itself as independent and says it draws on a range of products, services, and approaches to develop custom financial strategies. GreeneFI Wealth Strategies Ltd. provides investment advisory services through AE Wealth Management, LLC, while insurance products are offered through the separate GreeneFI Insurance Solutions Ltd. The firm also shares financial education through Ken Greene’s “Engineer of Finance” podcast.