Eli Weissman, CFP®, CPWA®
Washington, District of Columbia, United States
2K followers
500+ connections
Washington, District of Columbia, United States
2K followers
500+ connections
About
My experience as a staffer on Capitol Hill and lobbyist makes my services especially…
Articles by Eli
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If you earn more than $118,500 a year, your Social Security taxes will go up next year
If you earn more than $118,500 a year, your Social Security taxes will go up next year
By Eli Weissman, CFP®, CPWA®
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Watch out for the latest email scam: It's not the IRS that wants your money
Watch out for the latest email scam: It's not the IRS that wants your money
By Eli Weissman, CFP®, CPWA®
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Federal employees and retirees hit with huge premium increases for Long-Term Care Insurance
Federal employees and retirees hit with huge premium increases for Long-Term Care Insurance
By Eli Weissman, CFP®, CPWA®
Activity
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I 29x my net worth over the last 15 years. These were the keys to hitting that mark: 1. Saving I always loved saving. I clearly remember as a…
I 29x my net worth over the last 15 years. These were the keys to hitting that mark: 1. Saving I always loved saving. I clearly remember as a…
Liked by Eli Weissman, CFP®, CPWA®
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Shepherding what's next for the greater good has always been SMI's compass. Whether it's helping expand our sources of clean energy, revitalizing…
Shepherding what's next for the greater good has always been SMI's compass. Whether it's helping expand our sources of clean energy, revitalizing…
Liked by Eli Weissman, CFP®, CPWA®
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Dayton & Southwest, Ohio - 🔎 What Questions Should You Ask a Potential Financial Advisor? When meeting with potential financial advisors, it’s…
Dayton & Southwest, Ohio - 🔎 What Questions Should You Ask a Potential Financial Advisor? When meeting with potential financial advisors, it’s…
Liked by Eli Weissman, CFP®, CPWA®
Experience
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Education
Licenses & Certifications
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Series 63 - Uniform Securities Agent State Law Examination
Financial Industry Regulatory Authority (FINRA)
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Series 65 - Uniform Investment Adviser Law Examination
Financial Industry Regulatory Authority (FINRA)
More activity by Eli
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I’m honored to join the amazing team at Dawson & Associates to assist their important work on critical water resources and waterways issues.
I’m honored to join the amazing team at Dawson & Associates to assist their important work on critical water resources and waterways issues.
Liked by Eli Weissman, CFP®, CPWA®
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This past weekend, I had the pleasure of representing Team Target at the African American Mayors Association Third Quarter Board of Trustees Meeting.…
This past weekend, I had the pleasure of representing Team Target at the African American Mayors Association Third Quarter Board of Trustees Meeting.…
Liked by Eli Weissman, CFP®, CPWA®
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In its new Final Regulations issued on July 18, 2024, the IRS has confirmed the requirement for Non-Designated Beneficiaries to take RMDs annually…
In its new Final Regulations issued on July 18, 2024, the IRS has confirmed the requirement for Non-Designated Beneficiaries to take RMDs annually…
Liked by Eli Weissman, CFP®, CPWA®
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Does learning about how #AI works make you feel old? Are you worried about AI taking your job? Have you thought about how AI is going to impact…
Does learning about how #AI works make you feel old? Are you worried about AI taking your job? Have you thought about how AI is going to impact…
Liked by Eli Weissman, CFP®, CPWA®
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What I've accomplished in 2 hours waking up at 5am 𝐀𝐧𝐝 𝐰𝐡𝐲 𝐲𝐨𝐮 𝐬𝐡𝐨𝐮𝐥𝐝𝐧'𝐭 𝐜𝐚𝐫𝐞 🤔 I'm a member of the 5am club Robin Sharma…
What I've accomplished in 2 hours waking up at 5am 𝐀𝐧𝐝 𝐰𝐡𝐲 𝐲𝐨𝐮 𝐬𝐡𝐨𝐮𝐥𝐝𝐧'𝐭 𝐜𝐚𝐫𝐞 🤔 I'm a member of the 5am club Robin Sharma…
Liked by Eli Weissman, CFP®, CPWA®
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It fills me with immense pride to be a part of the dedicated Crowell team that has the honor of representing the Chamber of Mothers. This remarkable…
It fills me with immense pride to be a part of the dedicated Crowell team that has the honor of representing the Chamber of Mothers. This remarkable…
Liked by Eli Weissman, CFP®, CPWA®
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Dayton & Southwest, Ohio - 🤔 Do I really need a financial advisor when I retire? ✅ It’s definitely possible to manage your finances on your own.…
Dayton & Southwest, Ohio - 🤔 Do I really need a financial advisor when I retire? ✅ It’s definitely possible to manage your finances on your own.…
Liked by Eli Weissman, CFP®, CPWA®
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I am thrilled to share that I have joined the ITG Brands team as Director of Federal Affairs!
I am thrilled to share that I have joined the ITG Brands team as Director of Federal Affairs!
Liked by Eli Weissman, CFP®, CPWA®
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