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  • Working Together On Life's What Ifs
  • Working Together On Life's What Ifs

Rich Weintraub, CFP®

Rich Weintraub, CFP®

Managing Partner
– Meridian Wealth Management

Registered Representative
– LPL Financial

Professional Experience

As a CERTIFIED FINANCIAL PLANNER professional Rich specializes in family wealth planning and asset management. He has over 17 years of experience directly managing assets for individuals and institutions.

Professional Designations and Registrations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Investment Advisor Representative with Meridian Wealth Management (Series 65)
  • General Securities Representative* (Series 7)
  • Licensed Life/Health Insurance

*Securities registrations held through LPL Financial

Professional and Social Affiliations

  • Member of LPL Financial’s Chairman’s Club (2010, 2012, 2013, 2014) representing the top 6% of LPL Financials over 14,000 financial advisors*

Personal Interests

Rich grew up in Colorado and currently lives in Erie with his wife Kim and two wonderful children Ben and Hailey. When not following the financial markets Rich enjoys golf, tennis and skiing with his family in Winter Park.

*Based on annual production.

As a Financial Advisor my number one priority is managing risk for my clients. To help them pursue their financial goals I am always thinking of ways to try and create the best possible risk adjusted returns.

– Rich Weintraub, CFP ®

Rich Weintraub, CFP®

Rich Weintraub, CFP®

Managing Partner
– Meridian Wealth Management

Registered Representative
– LPL Financial

Professional Experience

As a CERTIFIED FINANCIAL PLANNER professional Rich specializes in family wealth planning and asset management. He has over 17 years of experience directly managing assets for individuals and institutions.

Professional Designations and Registrations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Investment Advisor Representative with Meridian Wealth Management (Series 65)
  • General Securities Representative* (Series 7)
  • Licensed Life/Health Insurance

*Securities registrations held through LPL Financial

Professional and Social Affiliations

  • Member of LPL Financial’s Chairman’s Club (2010, 2012, 2013, 2014) representing the top 6% of LPL Financials over 14,000 financial advisors*

Personal Interests

Rich grew up in Colorado and currently lives in Erie with his wife Kim and two wonderful children Ben and Hailey. When not following the financial markets Rich enjoys golf, tennis and skiing with his family in Winter Park.

*Based on annual production.

As a Financial Advisor my number one priority is managing risk for my clients. To help them pursue their financial goals I am always thinking of ways to try and create the best possible risk adjusted returns.

– Rich Weintraub, CFP ®

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