Empower your Financial Future with a Team that Cares
At W Financial Advisors, we make a personal commitment to help you navigate your financial future. Our firm has been built with a client centered focus powered by personalized financial planning. Our experienced team offers a range of services tailored to meet your individual needs. We strive to provide the best of both worlds - the resources and experience of a large national brand, combined with the flexibility and personalized attention of a local boutique firm.
Daniel Weiss, CRPC®, CSSCS®
Co-Founder
Daniel.Weiss@WFinancialAdvisors.com
Daniel is the Co-Founder of W Financial Advisors, and is currently Series 6, 7, 63, 65 Registered and has his Life, Accident, and Health Insurance licenses. Daniel holds the CHARTERED RETIREMENT PLANNING COUNSELOR CRPC® and the CERTIFIED...
Alec J. Weiss, CRPC®, CSSCS®
Co-Founder
Alec.Weiss@WFinancialAdvisors.com
Alec is the Co-Founder of W Financial Advisors and is currently Series 7 and 66 Registered with his Life, Accident, and Health insurance licenses. Alec holds the CHARTERED RETIREMENT PLANNING COUNSELOR CRPC® and the CERTIFIED IN SOCIAL S...
Steven Greenberg
Financial Advisor
Lucy Fisher
Executive Assistant
Lucy Fisher is the Executive Assistant at W Financial Advisors where she manages administrative functions to support daily operations. Education: Lucy received her Bachelor of Science in Business Administration in International...