Steve Weinberger, CFP^®

Partner & Senior Managing Director

With two decades of expertise in the financial services industry, Steve is a seasoned professional dedicated to crafting personalized investment portfolio strategies. He diligently identifies exposures and potential risks, ensuring his clients are well-prepared for unexpected challenges. Steve’s specialization lies in supporting clients navigating life transitions such as retirement, widowhood, and selling a business.
His credentials include an MBA with an emphasis in finance from Pepperdine’s Graziadio School of Business and Management, underscoring his commitment to excellence in financial advisory. Steve’s thoughtful approach and unwavering dedication make him a trusted partner for his clients’ financial journey.

Outside of HCR, you can find Steve on a pickleball court. Steve also enjoys traveling and being active whenever possible. Yet, his heart truly lies with his family – his wife and three sons, who fill his life with love and purpose.