Spending Planning: Why and How to Create a Budget
Join us for guest speaker Alex Weinberger, MBA, CFP®, CDFA®
Since budgeting allows you to create a spending plan for your money, it ensures that you will always have enough money for the things you need and the things that are important to you. This presentation will give you tools you can use today to start planning for tomorrow.
Alex Weinberger is the President of Marriage Financial Solutions, 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 is passionate about financial education for kids, teens, and young adults. He believes there are financial fundamentals that should be taught in schools but are not always available to students. As such, Alex dedicates a portion of this time to providing financial education to youths who are interested. Alex also enjoys spending time with his family, especially playing outside with his two young daughters.
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™.
Weinberger Asset Management, Inc.
11661 San Vicente Blvd., Suite 820
Los Angeles, CA 90049-5116
What you need to know about HOW to divorce …
Divorce Options(TM) Workshops occur twice every month – Part I and Part II. Fridays from 12:15 – 1:15 pm pst
Divorce 101 Workshops also occur throughout each month. Fridays from 12:15 – 1:15 pm pst
(check the Events Calendar for the full schedule)
The last Friday of every month we will have a different guest speaker.
Any questions, please contact us!