Rudolf J. Weiss,  CFP<sup>&reg;</sup> - Financial Advisor

Rudolf J. Weiss, CFP®

CLTC

Financial Advisor

Moneco Advisors

Moneco Advisors, 2150 Post Road
Fairfield, CT 06824

Moneco Advisors

27 Shorefront Park
Norwalk, CT 06854
FINANCIAL ADVISOR'S WEBSITE
(203) 319-3550

General

Rudolf Weiss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Moneco Advisors in Fairfield, CT and the surrounding communities.

Financial Advisor Experience

Or 35 yearsve

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

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

Insurance Licenses

  • Life insurance: CT, NY Others
  • Health/disability insurance: CT, NY Others
  • Fixed annuities: CT, NY Others
  • Variable annuities: CT, NY Others

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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