Vaughn H. Weimer,  CFP<sup>&reg;</sup> - Financial Advisor

Vaughn H. Weimer, CFP®

15 Berrywood Dr
Huntington, NY 11743
(917) 699-1989 CONNECT WITH Vaughn
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General

Vaughn Weimer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Huntington, NY and the surrounding communities.

Financial Advisor Overview

Financial Planner, Portfolio Manager, Board Member, Adviser to Entrepreneurs

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Financial Advisor Experience

Nearly 30 years experience in the financial and investment management industries. Certified Financial Planner [TM] with extensive hands-on experience with financial planning, investment management and family-office services. Specialties: Portfolio management with individual equities and fixed income securities Comprehensive financial planning and management for individuals and businesses Assisting entrepreneurs in enhancing profits and reducing risk Provide leadership and experience to non-profit organizations

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Married, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources