Ian M. Weinberg, CFP® a CERTIFIED FINANCIAL PLANNER™ practitioner and Chief Executive Officer of Family Wealth & Pension Management LLC, has been providing successful financial planning solutions since 1985. His expertise is in Comprehensive Financial and Estate Planning, Investment Management, Retirement Planning, and Specialized Pension Plan Design and Consulting for High Net Worth Individuals, Professionals, Professional Practices, Business Owners and Executives.

Ian has been quoted in or interviewed by national financial publications including The Wall Street Journal, Business Week, Financial Planning, Dow Jones Investment Advisor and the Dow Jones Newswires.  He has been quoted on financial Websites including Yahoo! Finance, KiplingerForecasts.com, Washington Post.com and LATimes.com.  Ian is a noted contributor to area periodicals such as New York Newsday, the IRA Advisor and Long Island Senior News and has appeared on national radio hosting “The Money Hour.”  He was a featured contributor to the recent book What Goes Up –The Uncensored History of Modern Wall Street.

Ian previously served as a Tax Consultant with KPMG Peat Marwick and as Director of Financial Planning for a national financial services firm. Ian, a faculty member of Long Island University — C.W. Post Center, lectures on Investments and Financial Planning in the Certified Financial Planning Program. He holds a Bachelor’s of Science in Economics with a Degree in Accounting from The City University of New York, Brooklyn College.

Ian has served as a Board Member of The Financial Planning Association (FPA), Long Island Chapter, where he was Vice President of Ethics and Vice President of Education.  He was previously a Director of The National Children’s Leukemia Foundation and, in 1996, received that organization’s Lifesaver Award for his “tireless effort to assist children and their families.”  In 1999, Ian became a two-time bone marrow donor through the New York Blood Center and the Leukemia Foundation and is still involved with both organizations.  Ian and his firm were sought out by various relief organizations to provide financial consulting to the families that were affected by the 9/11 tragedy.  He currently serves as a member of the Charitable Planned Giving Committee of the North Shore-LIJ Health System.

Ian lives in Jericho, New York with his wife, Stephanie, and their two sons.

Contact Ian Weinberg

Back to Meet Our Team page