About Us

Howard Weinstein

ChFC®, CLTC, MBA

Howard’s approach in working with clients is education and service. He spends the time educating his clients to help them achieve their short-term and long-term financial goals. Then he follows up each step of the way to ensure they can reach their goals.

With over 30 years of experience as a financial advisor, Howard specializes in working with medical professionals – doctors and dentists – helping them protect their families, incomes and retirement.

In addition to receiving an MBA from Baruch Graduate School of Business, Howard is a Chartered Financial Consultant (ChFC®), and has been awarded the CLTC designation – Certification for Long-Term Care.

Domiciled in NY