Weinberg Financial Advisory

CONNECT

Address:

9515 Deereco Rd #710
Timonium, MD 21093

Phone:

443-798-7878

Fax/Other:

443-798-7879

Our Team

Jordan S.  Weinberg CFP® | Chief Executive Officer

Jordan Weinberg CFP® is the Chief Executive Officer of Weinberg Financial Adviory 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

 

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

 

Candace Rapanotti 

Candace Rapanotti joined Strata Financial Services in early 2014. Candace is a graduate of John Carroll High School and earned her Bachelors of Science from West Virginia University in 2011. She has spent time living and studying abroad in both the Czech Republic and Australia.

Candace provides support to Jordan Weinberg in the development and implementation of Financial Plans.  She works closely with clients to collect necessary financial information during the financial planning process as well as provides ongoing personal attention to all client requests and needs. Candace also has her a Life and Health insurance license and happily assists clients with both individual and group benefits.

Candace can be reached at candace@weinbergfa.com.