Our Team

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.
 

Trina Weingarten is passionate about helping individuals achieve their goals through tax planning and preparation.  “I seek to understand our clients’ individual needs, educate them on their specific tax circumstances and then to make recommendations that are custom to their needs.  Each client relationship is unique.”

Trina brings 30 years tax planning and preparation experience to her clients.  She has worked in tax departments for multinational and local public accounting firms before establishing her own public accounting firm.  Through these employment opportunities, Trina learned to establish meaningful professional relationships.  In 2003, Trina and husband Ken Weingarten founded Weingarten Associates LLC.  Both Trina and Ken focus on providing high quality advice and an exceptional client experience.

Trina earned a Bachelor of Science degree in Accounting from Yeshiva University in New York, NY and a Master of Business Administration from University of California in Irvine, CA.  Trina is a Certified Public Accountant licensed by the State of New Jersey.  In addition to her qualifications, she is also a member of the New Jersey Society of Certified Public Accountants.

Trina is firmly committed to volunteering and education.  She has served in a variety volunteer positions in schools, including class parent numerous times.  Along with Ken, she is most proud of her support of many classroom programs for DonorsChoose.

When Trina is not engaging with clients, she enjoys spending time with family, exercise, traveling, cooking/nutrition, reading, and painting.  She is particularly fond of nature walks, historical fiction and acrylic landscape painting. 

Stephanie has over 20 years of financial services experience, working for companies including Prudential Insurance, Vestax Corporation, and Dean Witter Reynolds in a variety of sales, marketing, and product development positions. Passionate about helping Registered Investment Advisors succeed, Stephanie founded Financial Services Outsourcing Solutions, LLC in April 2007.

Stephanie also earned a Bachelor of Business Administration in Finance and Economics.   Because of her diverse work experience, Stephanie demonstrates extraordinary expertise and understanding of the specific details required for a successful financial services operation. 

Stephanie resides in Ohio with her husband Dave. She has 3 children: Kaelyn, Haleigh and Gabriel, and is also blessed with her first grandchild, Deklan. Stephanie has a strong passion for quilting, playing the piano, camping and hiking.