Alex Weinberger (CDFA, CFP®, MBA)

Alex Weinberger focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Divorce Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

Since 1993, Weinberger Asset Management, Inc. has been an independent, fee-only Private Wealth Management firm. The Weinberger Asset Management process considers every aspect of your financial trajectory, from past events and daily patterns to what’s really important to you and your family. Because every client relationship begins with a plan, we’ll chart your goals, strengths, and values before we tailor and execute a practical, long-term strategy.  We can help you work through:

  • Retirement planning
  • Tax planning
  • Education planning
  • Cash management & budgeting
  • Charitable giving
  • Small business planning and exit strategies
  • Estate planning and weath transfer/protection
  • Insurance planning

A Weinberger Asset Management partnership is like having a private CFO who acts as an independent trusted family fiduciary. By addressing every aspect of your financial picture with a customizable range of expertise, we remove the hassle of dealing with an unorganized band of CPAs, lawyers, and advisors. The result? Unparalleled service and true peace of mind.

Additionally, our affiliated company, Marriage Financial Solutions, provides a wide range of marital financial services including assistance with pre and postnuptial agreements and divorce financial analysis. The divorce practice analyzes the financial implications and after-tax consequences of various options for dividing property and providing or receiving child and/or spousal support in mediated, collaborative, and litigated divorces.

Additional Information

Alex Weinberger is a Portfolio Manager at Weinberger Asset Management, and Director of Marriage Financial Solutions, an affiliated company providing financial planning services to family law practitioners and divorcing parties www.MarriageFinancialSolutions.com.

Alex's comprehensive expertise comes from over a decade in investment analysis and company and security valuation. This includes managing assets for ultra-high net worth individuals and families which required complex portfolio strategies and investment solutions at Hall Capital Partners in San Francisco. While at Houlihan Lokey in Los Angeles, Alex performed extensive valuation analysis including fairness and solvency opinions and employee compensation plan valuations on companies spanning all industries and market capitalizations.

Alex earned a B.S.B.A from Washington University in Saint Louis, and an M.B.A. from the University of Southern California's Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst™.

NAPFA Start Date

April 09, 2019

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This Office

11661 San Vicente Blvd Ste 820 Los Angeles, CA 90049-5116 Phone: (310) 442-8472