Ian M. Weinberg, CFP® a CERTIFIED FINANCIAL PLANNER™ practitioner and Chief Executive Officer of Family Wealth & Pension Management LLC, has been providing comprehensive wealth planning strategies since 1987. His experience is in Comprehensive Financial and Estate Planning, Investment Management, Retirement Planning, and Specialized Pension Plan Design Assistance and Education for High Net Worth Individuals, Professionals, Professional Practices, Business Owners and Executives.
Recognized for his insight and understanding of financial planning, Ian is regularly quoted and interviewed by top financial news outlets, including The Wall Street Journal, Investor's Business Daily, Bloomberg, Barron's, Reuters, SmartMoney, Forbes, Business Week and The New York Times. He has also been quoted on news sites, including CNBC.com, Yahoo! Finance, TheStreet.com, KiplingerForecasts.com, as well as the Washington Post and LA Times.
Ian previously served as a Tax Consultant with KPMG Peat Marwick and as Director of Financial Planning for a national financial services firm. Ian has served on the faculty of Long Island University in the Certified Financial Planning Program. He holds a B.S. in economics with a degree in accounting from Brooklyn College of the City University of New York.
Ian has served as a Board Member of The Financial Planning Association (FPA), Long Island Chapter, where he was Vice President of Ethics and Vice President of Education. He was previously a Director of The National Children’s Leukemia Foundation and, in 1996, received that organization’s Lifesaver Award for his “tireless effort to assist children and their families.” Ian is a two-time bone marrow donor through the New York Blood Center and the Leukemia Foundation and is still involved with both organizations. Following 9/11, Ian and his firm were sought out by various relief organizations to provide financial consulting to the families affected by the tragedy. A member of The Interfaith Nutrition Network’s Estate Planning Committee, Ian has also served on the Charitable Planned Giving Committee of the Northwell Health System.
Ian lives in Jericho, New York , and enjoys golf, skiing, music, and family time.