A complete list of active advisors currently associated with Maxine Weiner, CFP(R)
Warmer can help you find a great advisor at Maxine Weiner, CFP(R) or one who fits your needs even better.
The firm provides comprehensive financial planning for individual clients, focusing on retirement planning, cash-flow analysis, insurance needs, investment and asset-allocation planning, and estate planning. Stated client groups include retired couples and individuals, self-employed professionals, and newly divorced or widowed women. The advisor conducts in-depth interviews and uses financial planning software to model outcomes—commonly using a "How Long Will My Money Last?" analysis—to inform recommendations based on risk tolerance, time horizon, and guaranteed income sources. Recommendations typically combine a strategic allocation (favoring low-cost index funds and ETFs) with tactical third-party managers, and include a "safe money" cash reserve and, where appropriate, annuities to secure income. Compared with most independent peers, the firm also operates as a registered representative of a broker-dealer and as a licensed insurance agent, and may recommend commissionable securities and insurance products. The firm does not take discretionary portfolio management or custody of client accounts and relies on hourly, flat-fee or retainer arrangements rather than percentage-of-assets-under-management billing.
To learn more about the advisors currently working at Maxine Weiner, CFP(R), click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Boca Raton, FL
| 45
|
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