Ian Weiner, CFP(R), CEPA
5.0 stars · 1 review · Serves Arkansas · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
Personal CFO for owners, executives, and families. One quarterback for planning, tax, estate, and investment decisions. Built for irreversible calls: sales, exits, equity comp, inheritance.
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"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference wit…"
— Roselie, 5.0 stars