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Akram T
Series 66
Palm Desert, CA
Weisberg Capital Management
Akram Tadlaoui is a financial advisor at Weisberg Capital Management with 12 years of industry experience and holds a Series 66 designation. He has held roles at Alpha Wealth Management and has operated as a sole proprietor. Tadlaoui is also the CEO of Financial Wellness For All, a business unrelated to investment advising. Weisberg Capital Management provides discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a combination of fundamental, quantitative, technical analysis, and modern portfolio theory tailored to clients’ goals and risk tolerance.
Justin Y
CFP®, Series 63, Series 65
Palm Desert, CA
Weisberg Capital Management
Justin Young is a CFP® with 12 years of industry experience and is currently with Weisberg Capital Management. His prior experience includes roles at Gonda + Co., Alpha Wealth Management, LLC, and Waddell & Reed, Inc. He is also CFO of Financial Wellness For All and assists with agricultural operations at WM D Young & Sons, Inc. Weisberg Capital Management is a two-advisor firm providing discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client goals and risk tolerance, utilizing a blend of fundamental, quantitative, and technical analysis along with modern portfolio theory.
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