Ian Weinberg, CFP®
Managing Director
As an advisor, Ian specializes in financial and estate planning, investment management, and retirement planning for high-net-worth individuals, professionals, business owners, and executives. Recognized for his insight and understanding of financial planning, Ian is regularly quoted and interviewed by top financial news outlets, including The Wall Street Journal, Investor's Business Daily, Bloomberg, Barron's, Reuters, SmartMoney, Forbes, Business Week, and The New York Times. Ian has served as a Board Member of The Financial Planning Association (FPA), Long Island Chapter, where he was Vice President of Ethics and Vice President of Education. He has also been a faculty member of Long Island University's Certified Financial Planning Program and holds a bachelor's degree in economics and accounting from Brooklyn College of the City University of New York. Focused on giving back to his local community, Ian was previously a Director of The National Children's Leukemia Foundation.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
