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

Ian M. Weinberg, CFP®

Managing Director

Wealthspire Advisors

400 Broadhollow Road, Suite 301
Melville, NY 11747
(800) 877-7210
(516) 921-8300
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General

Ian Weinberg is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Wealthspire Advisors in Melville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

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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