Eli Weissman, Cfp®, Cpwa® Email & Phone Number

As a government relations professional, you can trust us to manage your financial needs with the same dedication and expertise you bring to shaping public policy. As a lobbyist turned Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER™ professional, I proudly serve registered lobbyists and bring order to their financial lives.This level of advanced training means that in addition to offering my clients a full suite of wealth management solutions including investments, retirement planning, and risk management, I also provide a complete range of more complex and sophisticated services, including tax mitigation, estate planning and asset protection. On a personal note, I have lived in Washington, DC for 26 years and has been married to my wife Trish for 16 years. Together, we spoil our five-year old lab Lexi. I love hiking, cooking, international travel, and consistently finishing in the top three of a long-running fantasy baseball league.Advocate Wealth, LLC (“Advocate Wealth”) is a registered investment adviser offering advisory services in Washington D.C., Virginia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

Listed skills include Financial Analysis, Financial Planning, Retirement Planning, Strategic Negotiations, and 5 others.