Adam Weinstock, Cfp® Email and Phone Number
Adam Weinstock, Cfp® work email
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Adam Weinstock, Cfp® personal email
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Adam Weinstock, Cfp® phone numbers
I am Managing Partner and a Senior Financial Advisor at SLK Private Wealth. My practice focuses on working with business owners, entertainers and multi-generational families. We specialize is working with clients with liquidity events, including tax savings investment strategies. I was recognized by Forbes as Top Next Gen Wealth Advisor – Best in State in 2022 and 2023*.We help to build, manage, preserve and transition wealth. We work in collaboration with my clients trusted advisors, including business managers, CPAs, and estate planning attorney's.I am a CERTIFIED FINANCIAL PLANNER™ professional and focus to address all aspects of investment management, retirement income management, tax-efficient strategies, estate planning strategies and legacy planning.
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Managing PartnerSlk Private WealthLos Angeles, Ca, Us
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Managing PartnerSlk Private Wealth May 2024 - PresentLos Angeles Metropolitan Area -
Senior Vice President - Investments & Senior Wealth AdvisorWells Fargo Advisors Apr 2016 - May 2024Greater Los Angeles AreaWe provide a range of services to address the many facets of our clients' financial needs:- Investment Management- Trust and Estate investment planning strategies- Access to banking and lending services through Wells Fargo affiliates- Insurance- Liquidity events (mergers, acquisitions, sales of business)- Philanthropy- Tax-efficient and asset allocation strategiesTrust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice.Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. -
Associate Financial RepresentativeNorthwestern Mutual Jun 2015 - Apr 2016Greater Los Angeles AreaPrimary responsibilities include managing clients’ needs, directing the flow of business, and handling internal production team logistics and operations. I am a licensed registered insurance producer and have obtained my Series 7 and Series 66 license. -
InternshipMorgan Stanley Wealth Management May 2014 - Jul 2014Woodland Hills, CaWorked with associates and financial advisors gaining hands on exposure to wealth management business, services, products, and client’s financial needs. Responsible for generating various performance reports and supporting data for financial advisor use in client portfolio management. Also, cross-checking client data to ensure proper documentation and presentation to financial advisors and clients. -
InternshipMorgan Stanley Wealth Management May 2013 - Jul 2013Beverly Hills, CaTasks included market research and analysis, along with understanding all aspects of how to properly manage income under the tutelage of a financial advisor.
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Founder And OwnerThe Dynasty Clothing Company Jan 2011 - May 2013Los AngelesThe Dynasty Clothing Co. is an apparel company that I founded and capitalized. I am involved in all aspects of this small business, including design, production, marketing and distribution.
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Data Analyst InternBarry Slatt Mortgage Jun 2010 - Sep 2010Los Angeles, CaResponsibilities included performing property inspections, reviewing income statements, converting income statements into underwriting models and assisting in putting together submission packages for lenders.
Adam Weinstock, Cfp® Skills
Adam Weinstock, Cfp® Education Details
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Certificate In Personal Financial Planning -
Management With A Minor In Psychology -
Beverly Hills High School
Frequently Asked Questions about Adam Weinstock, Cfp®
What company does Adam Weinstock, Cfp® work for?
Adam Weinstock, Cfp® works for Slk Private Wealth
What is Adam Weinstock, Cfp®'s role at the current company?
Adam Weinstock, Cfp®'s current role is Managing Partner.
What is Adam Weinstock, Cfp®'s email address?
Adam Weinstock, Cfp®'s email address is ad****@****ual.com
What is Adam Weinstock, Cfp®'s direct phone number?
Adam Weinstock, Cfp®'s direct phone number is +141427*****
What schools did Adam Weinstock, Cfp® attend?
Adam Weinstock, Cfp® attended University Of California, Los Angeles, Indiana University Bloomington, Beverly Hills High School.
What are some of Adam Weinstock, Cfp®'s interests?
Adam Weinstock, Cfp® has interest in Animal Welfare, Social Services, Children.
What skills is Adam Weinstock, Cfp® known for?
Adam Weinstock, Cfp® has skills like Financial Analysis, Market Research, Market Analysis, Stock Market Analysis, Microsoft Word, Microsoft Excel, Social Media, Business Analysis, Marketing, Customer Service.
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