Ken Weingarten (CFP®, MBA)

Ken Weingarten focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We focus on helping you to identify and achieve your most important goals. Though planning for retirement is a focus for most of our clients, we work to ensure that you are on a path that helps you get the most out of life. Many of our clients have worked hard and now need help to ensure a financially stress-free future. We will serve as your partner and guide along this path. We also focus on creating wealth through proper tax planning. One of our principals is a CPA who assists with this critical aspect of financial planning.

NAPFA Start Date

December 19, 2002


This Office

11 Overlook Way Lawrenceville, NJ 08648-4840 Phone: (609) 620-1770 Fax: (609) 482-4477