How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Financial Advisors
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...