Ken Weingarten (CFP®, MBA)
Ken Weingarten focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Corporate Executives
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Business Owners
- Corporate Executives
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
We focus on helping you to identify and achieve your most important goals. Though planning for retirement is a focus for most of our clients, we work to ensure that you are on a path that helps you get the most out of life. Many of our clients have worked hard and now need help to ensure a financially stress-free future. We will serve as your partner and guide along this path. We also focus on creating wealth through proper tax planning. One of our principals is a CPA who assists with this critical aspect of financial planning.
Additional Information
Ken is passionate about helping individuals achieve their goals through comprehensive financial planning. “Few things provide me with as much joy as making a positive difference in my clients’ lives by helping them to achieve their financial goals. The financial goals are just the vehicle; the real satisfaction is seeing my clients’ live their lives to the fullest, knowing that the financial portion has been thoroughly addressed.”
Ken began his professional career in technology sales, learning to customize the customer experience and develop meaningful professional relationships. Ken used these skills to found Weingarten Associates, LLC in 2003 with his wife, Trina Weingarten. Both Ken and Trina focus on providing high quality advice and an exceptional client experience.
In his spare time, Ken enjoys spending time with family, reading, tennis, running and yoga. He also takes pleasure in traveling and the related travel planning. One of his lifelong goals is to read a biography of each American president, and he's well on his way to that goal!
NAPFA Start Date
December 19, 2002
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