Alex Weinberger, CFP®, CDFA® Weinberger Asset Management

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About Alex Weinberger, CFP®, CDFA®, MBA

Alex Weinberger is a Portfolio Manager at Weinberger Asset Management, and Director of Marriage Financial Solutions, an affiliated company providing financial planning services to family law practitioners and divorcing parties

Alex’s comprehensive expertise comes from over a decade in investment analysis and company and security valuation. This includes managing assets for ultra-high net worth individuals and families which required complex portfolio strategies and investment solutions at Hall Capital Partners in San Francisco. While at Houlihan Lokey in Los Angeles, Alex performed extensive valuation analysis including fairness and solvency opinions and employee compensation plan valuations on companies spanning all industries and market capitalizations.

Alex earned a B.S.B.A from Washington University in Saint Louis, and an M.B.A. from the University of Southern California’s Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst™.

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Ideal Clients

  • Couples/Partners
  • Divorced
  • Gen X
  • Widow/Widower

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • AUM: 1%


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