AeroLeads people directory · profile
Adam Weinstock, Cfp® Email & Phone Number
Managing Partner
at
SLK Private Wealth
1 work email found
@wellsfargoadvisors.com
3 phones found area 414
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner
Location
Los Angeles, California, United States
Who is Adam Weinstock, Cfp®? Overview
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Quick answer
Adam Weinstock, Cfp® is listed as Managing Partner at SLK Private Wealth, based in Los Angeles, California, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 414, and a matched LinkedIn profile for Adam Weinstock, Cfp®.
Adam Weinstock, Cfp® previously worked as Senior Vice President - Investments & Senior Wealth Advisor at Wells Fargo Advisors and Associate Financial Representative at Northwestern Mutual. Adam Weinstock, Cfp® holds Certificate In Personal Financial Planning from University Of California, Los Angeles.
Company email context
Email format at SLK Private Wealth
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*@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Adam Weinstock, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Adam Weinstock, Cfp®
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.
Listed skills include Financial Analysis, Market Research, Market Analysis, Stock Market Analysis, and 6 others.
Current workplace
Adam Weinstock, Cfp®'s current company
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8 roles
Adam Weinstock, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Partner
Current
May 2024 - Present
Senior Vice President - Investments & Senior Wealth Advisor
We 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.
Apr 2016 - May 2024
Associate Financial Representative
Primary 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.
Jun 2015 - Apr 2016
Internship
Worked 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.
May 2014 - Jul 2014
Internship
Tasks included market research and analysis, along with understanding all aspects of how to properly manage income under the tutelage of a financial advisor.
May 2013 - Jul 2013
Founder And Owner
The Dynasty Clothing Company
The 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.
Jan 2011 - May 2013
Data Analyst Intern
Responsibilities included performing property inspections, reviewing income statements, converting income statements into underwriting models and assisting in putting together submission packages for lenders.
Jun 2010 - Sep 2010
3 education records
Adam Weinstock, Cfp® education
Certificate In Personal Financial Planning
Bachelor Of Science (Bs), Management With A Minor In Psychology
Education record
Beverly Hills High School
FAQ
Frequently asked questions about Adam Weinstock, Cfp®
Quick answers generated from the profile data available on this page.
What company does Adam Weinstock, Cfp® work for?
Adam Weinstock, Cfp® works for SLK Private Wealth.
What is Adam Weinstock, Cfp®'s role at SLK Private Wealth?
Adam Weinstock, Cfp® is listed as Managing Partner at SLK Private Wealth.
What is Adam Weinstock, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Adam Weinstock, Cfp® at SLK Private Wealth.
What is Adam Weinstock, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 414 for Adam Weinstock, Cfp® at SLK Private Wealth.
Where is Adam Weinstock, Cfp® based?
Adam Weinstock, Cfp® is based in Los Angeles, California, United States while working with SLK Private Wealth.
What companies has Adam Weinstock, Cfp® worked for?
Adam Weinstock, Cfp® has worked for Slk Private Wealth, Wells Fargo Advisors, Northwestern Mutual, Morgan Stanley Wealth Management, and The Dynasty Clothing Company.
How can I contact Adam Weinstock, Cfp®?
You can use AeroLeads to view verified contact signals for Adam Weinstock, Cfp® at SLK Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Adam Weinstock, Cfp® attend?
Adam Weinstock, Cfp® holds Certificate In Personal Financial Planning from University Of California, Los Angeles.
What skills is Adam Weinstock, Cfp® known for?
Adam Weinstock, Cfp® is listed with skills including Financial Analysis, Market Research, Market Analysis, Stock Market Analysis, Microsoft Word, Microsoft Excel, Social Media, and Business Analysis.
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