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Steven A Weintraub, CFP®

Executive Team, Advisory Services: Advisor

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

Snow skiing and tasting Santa Barbara wines

A black lab named 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.