Steve Weinberger, CFP^®

Partner & Senior Managing Director

Steve Weinberger has dedicated his career to HCR Wealth Advisors. As partner & senior managing director, he’s played a central role in the firm’s growth. For nearly three decades, Steve’s ability to listen deeply and understand each client’s goals has helped shape HCR’s vision and culture.

Guided by a desire to support clients through life’s pivotal events—retirement, divorce, widowhood, or a business sale—Steve helped inspire the steps of The Clarity Formula®. This firm-wide approach reflects our commitment to simplifying complex financial decisions, creating personalized investment strategies, and building actionable financial plans.

Steve holds an MBA with an emphasis in finance from the Pepperdine Graziadio Business School. He is also a CERTIFIED FINANCIAL PLANNER® professional.

Outside of HCR, you can find Steve on a pickleball court or energetically pursuing his next activity. He also enjoys traveling and spending time with family whenever possible. Steve is married and has three sons.