Jay Weinberg AIF^®, CPFA^®

I believe that to succeed in this complex world of investments, a financial advisor should always be seeking out new learning opportunities. My ongoing commitment to diverse educational opportunities allows me to hone my skills in identifying investment opportunities while, at the same time, work toward reducing some of the risks associated with investing.

Background

With over 35 years of experience in financial services, I am dedicated to helping individuals pursue their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience, throughout major shifts in the markets, enables me to create structure balanced portfolios to address my client’s specific financial goals.

I began my financial services career as a financial advisor in 1986 and have served Philadelphia area investors for over a quarter century. I look forward to helping clients work toward achieving their financial goals for many years to come.

Professional Organizations

I am actively involved with professional organizations outside of my regular educational requirements including the Philadelphia Securities Association, Bond Club of Philadelphia, and the Philadelphia Council for Business Economics.

Learn more about my role at these organizations.

Community Service

I am also actively involved with the local communities where I live and work.

The Mann Center for the Performing Arts, Member
I have served on the Corporate Partners committee and also volunteered as an Ambassador. Corporate Partners is an active group of business professionals who share a common passion for the Mann and support its programs for their free children’s music program throughout the summer and the Mann’s other educational programs for underserved youth. As an ambassador, I volunteer at the Mann and work in various capacities and also serving as one of many “public faces” of the Mann with its guests.

Marlton ELKS (and their MC), Member
Help with fundraising efforts that that benefit disabled children and veterans causes.

Education & Personal Interests

I have attained the designations of Accredited Investment Fiduciary (AIF) and Certified Plan Fiiduciary Advisor (CPFA) to enhance my knowledge and experience with individual and corporate clients. I have earned a Bachelor’s degree in Communications from The University of Maryland at College Park. Away from the office, I enjoy scuba diving, skiing and riding Harley-Davidson motorcycles. My wife, Bernadette, and I live in Cherry Hill, New Jersey with our son, Benjamin.