Relationships are Built to Last

Carole J. Weinberg





Phone: (440) 473-1115 ext. 203
Fax: (440) 473-0186
E-mail: cweinberg@ncafinancial.com


Carole J. Weinberg,* CPA is a Partner at NCA Financial Planners and Co-Chairman of the firm’s Investment Research Team,a twelve-member group whose responsibilities include investment selection and monitoring, due diligence, and asset allocation. Ms. Weinberg began her career with a regional public accounting firm where she specialized in management reporting and tax planning for individuals and closely-held companies. Since joining the firm in 1993, she has been dedicated to developing a comprehensive approach to financial planning. With such a focus, she encompasses accumulation and distribution strategies for retirement, income tax and estate planning, investment management and asset allocation to help achieve goal-oriented planning. Ms. Weinberg is a regular presenter of retirement planning seminars, a guest speaker for the Ohio Society of Certified Public Accountants, and frequent guest on local radio station WTAM and television station WKYC. She received her B.S. degree in Accounting from the University of Akron.


At NCA, we have some of the top rated financial advisors in Northeast Ohio.  These trusted individuals work with you to help put your children through college, assist you to retire when you want and everything in between.


 
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