Lyle G. Weintraub,  CFP<sup>&reg;</sup> - Financial Advisor

Lyle G. Weintraub, CFP®

CLU, ChFC,

Bleakley Financial Group

100 Passaic Ave, 100 Passaic Ave, Suite 300
Fairfield, NJ 07004
(646) 522-2478 CONNECT WITH Lyle
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General

Lyle Weintraub is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bleakley Financial Group in Fairfield, NJ and the surrounding communities.

Financial Advisor Overview

My priority is helping my clients secure a prosperous future based on their vision. This often incudes bringing in experts on my team who support the many facets involved in comprehensive financial planning.

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Financial Advisor Experience

As a wealth management advisor, my approach takes a unique path. I enjoy getting to actually know people before we speak about money. While it can take a little longer up front, this approach creates genuine peace of mind as my clients can experience my candor, empathy, and dedication and feel secure knowing I understand them, their priorities values and that I am committed to taking a non-judgmental, sincere interest in highlighting priorities, working with them to create holistic long-term plan and giving them the peace of mind that comes with financial security.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: NY,NJ,NY,TX
  • Health/disability insurance: NY,CA,NJ,NY,TX
  • Fixed annuities: NY
  • Variable annuities: NY

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Banking, Cross-border Planning, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources