Director of Advanced Wealth Strategies
Ronald Weinberg brings the ultimate combination of financial experience and expertise with his lifelong passion of music and rock and roll to the the IFWA. He is a partner and founder of Wealth Solutions Partners, a boutique financial services firm based in South Florida. Ron’s career in financial services began in the mortgage industry, and though he was successful from the start, he soon realized that the transactional nature of the work left little room for nurturing long term relationships with clients.
A detour into financial planning made sense, and turned out to be a great career decision for Ron who has been a financial advisor since 1997. The focus of Ron’s practice is advising high net worth individuals and their families on financial strategies. “My primary objective is to educate clients about their options,” says Ron. “It’s very important that my clients make informed decisions that align with their mission, vision and values.”
Ron derives great satisfaction from being able to help his clients move toward their vision. “What I particularly enjoy about financial advising is that many clients have longer term goals, and that gives me the opportunity to establish much deeper relationships with them,” explains Ron. “The best part of my job is being able to make a difference in people’s lives,” he says.
Outside of work, Ron helps others by donating time and financial support to causes that matter to him. He is an active supporter of Jewish Adoption and Foster Care Options (JAFCO), a non-profit that provides services to abused and neglected children in South Florida. Ron also supports the Leukemia Society and is a member of Congregation Kol Tikvah in Parkland, FL.
Ron and his wife, Bonnie, reside in Parkland with their two daughters, Alexis and Emily. Ron and Bonnie are avid concert goers, host a collection of rare rock and roll memorabilia, and know more facts about Gun's and Roses than Wikipedia.