Steve Weinberger
Steve Weinberger is Senior Managing Director of HCR Wealth Advisors, an independent firm specializing in financial planning, investment management and wealth consulting. In his role, Steve spends his time with clients to develop personalized investment portfolio strategies, and points out exposure and potential risks to ensure that clients are ready for unexpected curve balls. He also assists the firm’s clients with their immediate and long-term financial needs, enabling them to build custom investment strategies and portfolios that fit each client. With more than 20 years of experience in the financial services industry, Steve has gained specialization in helping clients develop personalized investment portfolio strategies that are continuously monitored and geared toward navigating the markets. Prior to joining HCR Wealth Advisors, he worked at Prudential Insurance.
Steve Weinberger Professional Experience / Academic History
Professional Experience
-
Senior Managing Director
-
Wealth Advisor
Academic History
-
Master of Business Administration, Finance
Steve is one of the firm's more tenured team members and has long-lasting relationships with many of the firm’s clients.
Under his leadership as Senior Managing Director, HCR Wealth Advisors has grown to over $1 billion in AUM.
He is particularly skilled at working with clients who are navigating life transitions such as retirement, widowhood, and selling businesses.
He develops strategies and points out financial risk and exposure, ensuring clients are prepared for unexpected curveballs.
He has an MBA with emphasis in Finance from Pepperdine’s Graziadio School of Business and Management.
One of Steve's important career moments is helping a client build a financial plan 20 years ago and have been able to watch each step come to fruition over the years.
Steve's Professional Designations
Investment Security Corporation Registered Representative
Licensed FINRA Securities Broker
Fully-licensed California Life Agent