Ian M. Weinberg,  CFP<sup>&reg;</sup> - Financial Advisor

Ian M. Weinberg, CFP®

Principal

Family Wealth & Pension Management

7600 Jericho Tpke, Ste 403
Woodbury, NY 11797
FINANCIAL ADVISOR'S WEBSITE
(800) 877-7210
(516) 921-8300
CONNECT WITH Ian
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General

Ian Weinberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Family Wealth & Pension Management in Woodbury, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance: NY,NJ

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Retirement, Life Planning, Startup, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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