Lyle Weintraub

Fairfield, New Jersey, United States Contact Info
3K followers 500+ connections

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About

“Helping our clients bring their personal and financial goals into focus is our mission…

Activity

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Experience & Education

  • Bleakley Financial Group

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Licenses & Certifications

Volunteer Experience

  • The Winston School of Short Hills Graphic

    Donor & Advocate

    The Winston School of Short Hills

    An innovative, private day school for students with dyslexia, nonverbal learning disabilities, and executive functioning difficulties. Using the Continuous Feedback System, Winston Prep aims to deeply understand each student’s specific learning profile, including strengths, skills, and potential.

  • Children's Hospital of Philadelphia Graphic

    Donor & Advocate

    Children's Hospital of Philadelphia

    Children

    CHOP has been devoting services exclusively to children since 1855, and they “begin every day with one goal—making breakthroughs for children.” With this goal in mind, CHOP delivers sufficient and well-resourced care and cultivates medical advancements that better children’s healthcare and, therefore, their lives.

Publications

  • “Another grab from Northwestern boosts expanding LPL enterprise to $6B”

    Financial Planning Magazine

    “Bleakley Financial Group added its sixth new financial advisor within the past year and its seventh recruit in a row to leave the expanding enterprise’s former broker-dealer. Lyle Weintraub dropped Northwestern Mutual after 24 years to align with the Fairfield, New Jersey-based enterprise — the largest group in LPL Financial’s biggest hybrid RIA and office of supervisory jurisdiction, Private Advisor Group. After Weintraub’s March 9 affiliation, Bleakley now has 42 advisors managing some $6…

    “Bleakley Financial Group added its sixth new financial advisor within the past year and its seventh recruit in a row to leave the expanding enterprise’s former broker-dealer. Lyle Weintraub dropped Northwestern Mutual after 24 years to align with the Fairfield, New Jersey-based enterprise — the largest group in LPL Financial’s biggest hybrid RIA and office of supervisory jurisdiction, Private Advisor Group. After Weintraub’s March 9 affiliation, Bleakley now has 42 advisors managing some $6 billion in client assets, according to the firm.”

    See publication

Courses

  • Retirement Income Process, Strategies & Solutions through The American College of Financial Services

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  • Sources of Retirement income through The American College of Financial Services

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Honors & Awards

  • Named to the Northwestern Mutual “Forum” 4x (Top 3% Financial Advisors Nationally)

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