Team Ronald Weinberg (954) 689-9516 (954) 337-0166 firstname.lastname@example.org Ronald Weinberg is a partner and founder of Wealth Solutions Partners, a boutique financial services firm based in South Florida. Ron’s career in financial services began in the mortgage industry, and though he was successful from the start, he soon realized that the transactional nature of the work left little room for nurturing long term relationships with clients.A detour into financial planning made sense, and turned out to be a great career decision for Ron who has been a financial advisor since 1997. The focus of Ron’s practice is advising high net worth individuals and their families on financial strategies. “My primary objective is to educate clients about their options,” says Ron. “It’s very important that my clients make informed decisions that align with their mission, vision and values.”Ron derives great satisfaction from being able to help his clients move toward their vision. “What I particularly enjoy about financial advising is that many clients have longer term goals, and that gives me the opportunity to establish much deeper relationships with them,” explains Ron. “The best part of my job is being able to make a difference in people’s lives,” he says.Outside of work, Ron helps others by donating time and financial support to causes that matter to him. He is an active supporter of Jewish Adoption and Foster Care Options (JAFCO), a non-profit that provides services to abused and neglected children in South Florida. Ron also supports the Leukemia Society and is a member of Congregation Kol Tikvah in Parkland, FL.Ron and his wife, Bonnie, reside in Parkland with their two daughters, Alexis and Emily. They enjoy family time and a very active lifestyle. Dr. Jason Heller, CFP®, CIMA, MSFS, RICP®, ChFC® Equities Coordinator (954) 689-9516 email@example.com As the Equities Coordinator, Jason Heller plays a critical role at Wealth Solutions Partners. Jason specializes in the development and implementations of strategies to assist our clients achieve their goals of growing, preserving, and transferring their wealth.Prior to joining our firm, Jason had worked as an Investment Specialist at Guardian Life Insurance, MetLife Financial and managed his own private practice for several years. In 2007 Guardian Life Insurance named Jason National Investment Specialist of the Year.Jason is not only a CERTIFIED FINANCIAL PLANNER™ Professional, he has earned over a dozen industry designations, including the Certified Investment Management Analyst (CIMA), a designation given jointly by the Wharton School of Business and the Investment Management Consultants’ Association (IMCA).Jason graduated from Rhodes College in Memphis, Tennessee, where he also played college basketball. He is an avid University of Miami athletics fan. Michele Friedlander, RHU, REBC DI & Group Benefits Coordinator (954) 689-9516 firstname.lastname@example.org Michele Friedlander has over 30 years of experience in the disability income insurance arena. She specializes in offering solutions to help maximize income protection for individuals, businesses and employees. By working with some of the top carriers in the industry, Michele strives to offer the most appropriate options to both individuals and groups.At present, Michele is a member of WIFS, the National Association of Insurance and Financial Advisors (NAIFA), the General Agents Management Association (GAMA) and she is a supporter of the United Way of Broward County.Michele earned her RHU (Registered Health Underwriter) and REBC (Registered Employee Benefits Consultant) designations from the American College. She is a graduate of the University of Miami. Erica Silverstein Administrative Partner (954) 689-9516 (954) 337-0166 Esilverstein@wealthspllc.com Erica Silverstein is the Administrative Partner at Wealth Solutions Partners. She ensures operational efficiency and specializes in helping our clients daily. Erica is a key member of our team and has outstanding experience in all aspects of financial services and working with Ron Weinberg the partner and founder of Wealth Solutions Partners. Erica graduated from Rutgers Business School with a degree in Finance, she completed the Barclays Capital Leadership Development program in NYC, and holds a Wealth Management Specialist certificate. When Erica moved to Florida she was selected as a leader for the Horizons Leadership Development Program for the Jewish Federation in Broward County. “Erica loves the satisfaction that comes from adding value, enhancing top-notch client service, and helping people solve problems”. Brooke Barash Administrative Assistant 954-689-9481 954-337-0166 BBarash@Wealthspllc.com Brooke Barash is the Administrative Assistant at Wealth Solutions Partners. She is currently attending FAU pursuing her Business Administration degree with a major in Marketing and Advertising . Born and raised in South Florida, Brooke loves the tropical weather and culture that Florida has to offer. Brooke has high hopes of one day becoming a financial professional herself.