Steve Weiner, CFP®
Investing has been Steve’s passion for over 30 years. He enjoys providing insightful and effective advice to help people achieve their financial goals so they can focus on their passions. Prior to joining ACM, Steve advised clients at Personal Business Management Group (PBMG), a private wealth management firm headquartered in Stamford CT. He also brings 20 years of financial experience at large, global companies such as Pratt & Whitney, United Technologies, and Alexion Pharmaceuticals. By combining the analytical and planning skills required for success in corporate finance roles with Steve’s investment experience, he is uniquely qualified to plan and invest to meet client goals.
Steve earned a Master of Business Administration from the University of Virginia’s Darden School of Business and a Bachelor of Arts Cum Laude in Economics from Brandeis University. He currently holds a Series 65 registration.
Steve lives in South Glastonbury, CT with his wife Robin, a young son, and a standard poodle. He is active in the Glastonbury Chamber of Commerce as well as in his community, serving on Boards and volunteering his time for local and charitable events. He enjoys spending time with his family and reading about investing and wealth strategies (really).