Our Team
Jordan S. Weinberg CFP® | Chief Executive Officer
Jordan Weinberg CFP® is the Chief Executive Officer of Weinberg Financial Advisory with more than 20 years in the financial services industry. After graduating from Tulane University in 1988 with a Bachelor of Science in Management with a concentration in Accounting, Jordan was employed with KMPG Peat Marwick at which time, he obtained his CPA license. Since then, Jordan has turned his attention to personal financial planning, most recently obtaining the distinction of CERTIFIED FINANCIAL PLANNER™. Jordan also holds his Series 6,7,63 and 65 licenses, in addition to all forms of insurance licenses including life, health, and property and casualty.
In 2008, Jordan founded, Weinberg Financial Advisory, formerly Strata Financial Services, where he upholds a high level of professionalism, passion and integrity as a Financial Planner. Jordan prides himself on the close, meaningful relationships that he creates with his clients. His ability to understand the unique and individual needs of each client is what enables him to develop personalized financial solutions for individuals, families, and businesses.
Jordan is also an active member of the community in his home of Baltimore and has been a member of the Hebrew Free Loan for over 20 years as well as the William and Irene Weinberg Family Foundation and Nikki Perlow Foundation.
Jordan can be reached at jordan@weinbergfa.com
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Kathy Rosenthal | Executive Assistant
Kathy Rosenthal is an integral part of the daily running of Weinberg Financial Advisory. As the Executive Assistant to Jordan Weinberg, Kathy is instrumental in all of the internal operations at Weinberg Financial Advisory including processing of new business, client relations, and day to day operations.
Kathy began her career in the insurance industry in 1996 at Berkshire Life Insurance as a receptionist and later joined Jordan Weinberg as his assistant in 2005. With over 20 years of industry knowledge and experience, she is an indispensable asset to the team and a valuable resource to clients. Kathy is also a Notary Public for the State of Maryland.
Kathy can be reached at kathy@weinbergfa.com
Bridget C. Brown | Financial Planning Associate
Bridget Brown joined Weinberg Financial Advisory in October 2025 and provides support to Jordan in opening and servicing client accounts. After working for a Fortune 500 corporation, she joined our firm for the opportunity it presents to develop more meaningful relationships with clients and to take a more personalized approach to providing client support.
Bridget began her career in financial services at Bank of America/Merrill Lynch, where she received recognition for surpassing client expectations through her roles within investment client services and operations. She also gained foundational knowledge in securities products and the structure of the securities industry markets.
Prior to joining the finance industry, Bridget worked for and consulted with small businesses and nonprofit organizations to develop and manage processes geared towards enhancing member and client experiences.
Bridget can be reached at bridget@weinbergfa.com