I would mislead you if I said I work with Ian Weiner, CFP. I’m retired. I don’t work. Ian does. More importantly, Ian only knows how to work one way…being connected. He’s connected to his clients. Yes, he manages my financial portfolio; but he KNOWS me. He knows everything going on with me, he knows my family. Heck, he knows my friends. Ian is my financial dude, and being connected to me gives him a clarified plan of how to handle my financial world. You want Ian to understand your money, give him the opportunity to understand you. You won’t be sorry.
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