Steven A Weintraub, CFP®

Executive Team, Advisory Services: Advisor
Steven A Weintraub, CFP®
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Education, Certifications & Credentials

  • B.S. Business Admin, Arizona State University
  • M.S. Financial Planning, San Diego State University
  • Certified Financial Planner® Professional

Where I live
Santa Barbara

Originally from
Los Angeles, California

Hobbies
Snow skiing and tasting Santa Barbara wines

Pets
Two labs… Quincy and Addie

Favorite quote
“All the darkness in the world can't put out the light of one small candle.”

Someone I admire
Thomas Tighe, President of Direct Relief who elegantly blends effectiveness with extraordinary humanity.

Something about WCF that makes me proud
Total alignment of interest between client and advisor.


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