Ken Weingarten

MBA, CFP®

 

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 since June 2009

Teaching Experience

• Serving as an instructor for the College for Financial Planning's CFP® Certification Professional Education Program
• Instructor for the Tax Planning and the Retirement Planning classes.

Educational Experience

• Successful completion of the CFP® Certification Exam in July 2003
• CFP® Certification Professional Education Program from the College for Financial Planning, Denver, Colorado
• Residency Program, Financial Planning Association, Bryn Mawr, Pennsylvania
• MBA from Rider University, Lawrenceville, New Jersey
• BA from Drew University, Madison, New Jersey

Volunteer Efforts

• Board member for the non-profit Lawrenceville Main Street from 2004-2008.
• Ken has served as a volunteer teacher for Junior Achievement (www.ja.org) for more than ten years. He now has the opportunity to serve as a teacher in his own children's classes now that his oldest daughter is in grade school.
• Supporter of Sustainable Lawrence (www.sustainablelawrence.org)

Hobbies and Interests

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