LISA B. WEINSTEIN CPA, P.C.
Lisa B. Weinstein CPA, P.C. is a highly qualified financial expert, specializing in providing excellent financial advice and services to her clients. With years of experience in the industry, Lisa has earned a reputation for being a trustworthy and knowledgeable financial advisor.
How does the advisor help clients – Key Takeaways:
Lisa B. Weinstein CPA, P.C. helps clients achieve their financial goals by providing them with a wide range of financial services. Some of the key takeaways from working with Lisa include:
- Customized financial plans tailored to each client’s specific needs and goals
- Expert advice on wealth management, retirement planning, tax planning, and more
- Regular reviews and updates to ensure clients stay on track with their financial goals
- Transparent and honest communication to build trust and maintain strong client relationships
Facts and Insights
Lisa B. Weinstein CPA, P.C. has a proven track record of helping clients achieve financial success. Here are some key insights regarding her assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $50 million+ | 2 | 15+ |
Financial Services Offered
Lisa B. Weinstein CPA, P.C. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Wealth Management
- Retirement Planning
- Tax Planning
- Investment Management
- Estate Planning
- Education Planning
- Insurance Services
Client Types
With her expertise and diverse range of financial services, Lisa B. Weinstein CPA, P.C. caters to clients from various backgrounds and stages in life. Some of the types of clients she works with include:
- Individuals
- Families
- Business Owners
- High Net Worth Individuals
- Retirees
Fees & Compensation
Lisa B. Weinstein CPA, P.C. believes in transparent and fair compensation for her services. She charges a percentage of the assets under management as her fee and is committed to providing value and exceeding client expectations.
Background
Lisa B. Weinstein is a certified public accountant and holds a bachelor’s degree in finance. She has been working in the financial industry for over 15 years and has a deep understanding of financial planning, tax laws, and investment strategies. Lisa continually educates herself and stays updated on industry trends to provide the best possible service to her clients.
Financial Advisor Disclosures to Know
It is essential for clients to be aware of financial advisor disclosures before working with them. Here are some important disclosures to know about Lisa B. Weinstein CPA, P.C.:
- Lisa is a registered investment advisor with the Securities and Exchange Commission
- She has a clean disciplinary record and has never faced any disciplinary action
- Lisa has the legal right to act as a fiduciary and always puts her clients’ best interests first
If you are in need of a knowledgeable and trustworthy financial advisor, look no further than Lisa B. Weinstein CPA, P.C. With her personalized approach and dedication to helping clients achieve their financial goals, she is an excellent choice for anyone seeking expert financial guidance. Contact Lisa today to take the first step towards securing your financial future.