Ken Weingarten

CFP®, MBA

Weingarten Associates, LLC

Financial Advisor

Ken Weingarten

CFP®, MBA

Weingarten Associates, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ken Weingarten, CFP®, MBA

(609) 620-1770

Fee Only Financial Planner Located in Lawrenceville, NJ and serving the greater Princeton, NJ area and clients across the country.

Ken Weingarten is a Lawrenceville, NJ fee-only financial planner. Weingarten Associates, LLC provides holistic financial planning, investment management services, and tax planning and preparation to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ken Weingarten is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Ken Weingarten is passionate about helping individuals achieve their goals through comprehensive financial planning.  “Few things provide me with as much joy as making a positive difference in my clients’ lives by helping them to achieve their financial goals.  The financial goals are just the vehicle; the real satisfaction is seeing my clients’ live their lives to the fullest, knowing that the financial portion has been thoroughly addressed.”

Ken began his professional career in technology sales, learning to customize the customer experience and develop meaningful professional relationships.  Ken used these skills to found Weingarten Associates, LLC in 2003 with his wife, Trina Weingarten.  Both Ken and Trina focus on providing high quality advice and an exceptional client experience.

Ken earned a Bachelor of Arts degree in Political Science from Drew University in Madison, NJ and a Master of Business Administration from Rider University in Lawrenceville, NJ. He obtained his CERTIFIED FINANCIAL PLANNER™ Certification from the College for Financial Planning, Denver, Colorado in 2004 and served in the FPA's Residency Program at Bryn Mawr College, PA.  As a member of the National Association of Personal Financial Advisors (NAFPA), Ken co-founded their Study Group for the Princeton area in 2006. He also served on NAFPA's Northeast/Mid-Atlantic Region board between 2009 and 2010. 

Ken is a frequent speaker at NAPFA conferences on topics important for newer financial advisors. He has twice served on the conference planning committee for NAPFA conferences, most recently for the fall 2018 conference in Philadelphia.

Ken also enjoys volunteering and is passionate about education. Ken currently serves as a financial counsellor for wounded veterans who are participating in the Building Homes for Heroes program

Ken has also served on the Chapin School Sustainability Committee, as a board member of the non-profit Lawrenceville Main Street, and as a volunteer teacher for Junior Achievement. He also applies his passion for teaching in the financial services industry, where he has served as an instructor for the College of Financial Planning's CFP™ Certification Professional Education Program, and taught classes in Tax Planning and Retirement Planning. Along with Trina, he is most proud of his support of many classroom programs for DonorsChoose.

In his spare time, Ken enjoys spending time with family, reading, tennis, running and yoga. He also takes pleasure in traveling and the related travel planning. One of his lifelong goals is to read a biography of each American president, and he's well on his way to that goal.

Ken Weingarten is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice.

Clients of Weingarten Associates include individuals, families and small business owners seeking a comprehensive financial management service to meet life's financial challenges. You will find our methods of carrying out this mission to be quite different from that of other financial advisory firms. Whereas most firms will construct a financial plan for you, their primary purpose in doing so is to capture and manage your investment assets.

At Weingarten Associates, we recognize that real financial planning requires us to play a financial management role that goes beyond your investment portfolio. The financial plan is just the beginning of an advisory process that continues to address all of your financial needs as they arise over the course of your lifetime. Weingarten Associates acts as your personal financial manager, measuring success by your ability to achieve your financial goals. While we certainly strive to provide our clients with a positive investment experience, what most clients are concerned about is a substantial return on life! 

Learn More About Weingarten Associates

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Ken Weingarten is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Ken Weingarten is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Ken Weingarten

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Office Locations:

  • 11 Overlook Way
    Lawrenceville, NJ 08648

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