David Weinberg CRPC

I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive approach, which begins with a straightforward conversation about your financial goals. I’m here to help you live the life you’ve earned. When you have the right advisor, life can be amazing. Areas of Focus

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Retirement Planning Strategies
•Investments
•Retirement Plan Distribution
•Sustainably Responsible Investing
•Estate Planning Strategies
•Retirement Income Strategies
•Tax Planning Strategies
•Wealth Preservation Strategies
•Insurance
•Investment Management


Awards & Recognition

•FIVE STAR Wealth Manager, 2011,2012,2013,2014,2015,2016,2017,2018,2019,2020,2021


Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.