Client Login

Phone: 609 620-1770

Ken Weingarten

Ken Weingarten

MBA, CFP®

img

Professional Financial Planning / Investment Management Experience

  • CERTIFIED FINANCIAL PLANNER™
  • President of Financial Planning Services with Weingarten Associates, LLC since 2003
  • Co-founded the NAPFA Princeton Area Study Group in 2006
  • Basic Training Case Study Presenter in November 2008

Professional Associations

  • National Association of Personal Financial Advisors (NAPFA)
  • Northeast/Mid-Atlantic Region Board Member of NAPFA 2009-2010

Teaching Experience

  • Served as an instructor for the College for Financial Planning's CFP® Certification Professional Education Program
  • Classes taught included Tax Planning and Retirement Planning

Educational Experience

  • MBA from Rider University, Lawrenceville, New Jersey
  • BA from Drew University, Madison, New Jersey
  • CFP® Certification, College for Financial Planning, Denver, Colorado
  • Residency Program, Financial Planning Association, Bryn Mawr, Pennsylvania
  • The University of Edinburgh MOOC course 'Introduction to Philosophy' (2013)
  • Duke University, MOOC course 'A Beginner's Guide to Irrational Behavior' with Dan Ariely (2013)

Volunteer Efforts

  • Currently serving on the Chapin School Sustainability Committee (2013)
  • Board member for the non-profit Lawrenceville Main Street from 2004-2008.
  • Ken served as a volunteer teacher for Junior Achievement (www.ja.org) for more than ten years including many years teaching his own children's classes 

Hobbies and Interests

  • Time with family
  • Reading
  • Yoga, Running, Tennis, Swimming
  • Traveling

Click here for an interview with Ken.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved