What is Cfa Steven Weinstein Cfp email address?

Cfa Steven Weinstein Cfp's primary email address is *********@altairadvisers.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfa Steven Weinstein Cfp work for?

Cfa Steven Weinstein Cfp is a Chairman at Altair Advisers, a company specializing in Security brokers & dealers.

Where Cfa Steven Weinstein Cfp graduated from?

Cfa Steven Weinstein Cfp holds a degree in Accounting And Finance from Kellogg School of Management.

How can I directly contact Cfa Steven Weinstein Cfp?

To contact Cfa Steven Weinstein Cfp directly, you can use the email address *********@altairadvisers.com. Complete contact information is available upon registration with Muraena.

Who is Cfa Steven Weinstein Cfp?

Steve Weinstein is a seasoned financial advisor and the Chairman of Altair Advisers, a firm he founded in 2002. With over four decades of experience, he has a robust background in advising high-net-worth individuals and families on intricate financial matters including investment, tax, and estate planning. His leadership at Altair has been pivotal in establishing it as a trusted fiduciary and advocate for clients. Prior to his entrepreneurial venture, Steve was a Partner at Arthur Andersen, where he played a crucial role in shaping their Investment Advisory Services. His expertise has earned him multiple accolades, including recognition as one of the nation’s top wealth advisors by Worth and Barron’s. Steve is also an active member of various financial planning boards and councils, reflecting his commitment to industry leadership and education. He holds prestigious credentials as a Chartered Financial Analyst and a Certified Financial Planner. Steve's academic background is equally impressive, with degrees from Stanford University and Northwestern University, where he graduated with distinction.