Tom Weinberger, CDFA®

Tom Weinberger, CDFA®

Wealth Manager

Tom Weinberger has over thirty five years of comprehensive financial experience. Prior to founding the firm he was a Managing Director of Oppenheimer & Co., Inc and headed the West Coast Investment Banking group. Tom subsequently served as President and Vice-Chairman of Sutro and Co., Inc. He is past District Chairman of the National Association of Securities Dealers Regulation (NASDR) and a past Chairman of its Disciplinary Committee. He has served on the NASDR’s National Corporate Financing Committee.

Tom’s community service has included membership on the Board of Directors of the Music Center of Los Angeles, where he also served as Treasurer and a member of the Executive Committee. He serves on the UCLA School of Public Health's Dean's Advisory Board and the UCLA Medical Center and Cedars-Sinai Medical Center's BioEthics Committees. Tom earned a B.B.A. from Case Western Reserve University, a M.B.A. from New York University’s Stern School of Business and a M.A. from the Medical College of Wisconsin's Graduate School of Biomedical Sciences. He is a Certified Divorce Financial Analyst.