Ian Weiner, CFP(R), CEPA
Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.
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5.0
Average rating
1
Client Review
0.5% to 1.75%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$0
Minimum Investible Assets
What Our Clients Say
5.0
1 Client Review
Roselie Conley
October 30, 2025
Current client since 2023
5.0
Reason for working with Ian Weiner, CFP(R), CEPA
Ian Weiner is a great facilitator of investments! He is progressive, exudes investment knowledge, and confidence. His confidence is my assurance and he delivers. I went with my gut instinct and knew I wanted a financial relationship with him.
Experience working with Ian Weiner, CFP(R), CEPA
For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!", "author": "Ian Weiner, CFP(R), CEPA", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
N/A
Minimum Annual Income
N/A
Specialties We Work With
Services We Offer
✔ 401(k) & IRA Management
✔ Alternative Investments
✔ Business Succession Planning
✔ Asset Allocation
✔ Cash Flow Planning
✔ Charitable Giving
✔ Estate Planning
✔ Executive Compensation
✔ Exit Planning
✔ Financial Advice & Coaching
✔ Family Wealth Transfer
✔ Financial Planning
✔ Individual Tax Services
✔ Insurance Planning
✔ Insurance/Risk Management
✔ Investment Management
✔ Life Transition Planning
✔ Liquidity & Exit Planning
✔ Pension Planning
✔ Philanthropic Planning
✔ Portfolio Management
✔ Portfolio Rebalancing
✔ Real Estate Advisory
✔ Retirement Planning
✔ Risk Management
✔ Social Security Planning
✔ Stock Option Planning
✔ Tax Strategy
✔ Trust Services
✔ Wealth Management
Our Ideal Client Profile
Entrepreneurs / Investors who want more support than basic asset allocation. You care about minimizing taxes in the long term, have clarity about your goals and want to grow and preserve wealth for your family, philanthropic mission and community.
About Ian Weiner, CFP(R), CEPA
We help entrepreneurs and HNW investors reduce (or eliminate tax) and build generational wealth w/ advanced trust/ asset protection & proactive plans.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
