Richard Weiner
About Richard Weiner
Richard Weiner serves as the Senior Vice President of Investments at UBS Financial Services Inc., where he specializes in retirement planning for high net worth individuals. He provides financial guidance during life transitions, particularly retirement, and operates in the New York City Metropolitan Area.
Work at UBS
Richard Weiner has been employed at UBS Financial Services Inc. since 2008, where he holds the position of Senior Vice President - Investments. In this role, he provides financial guidance and investment strategies, focusing on the unique needs of his clients. His tenure at UBS spans over 16 years, during which he has developed expertise in managing investments and advising clients through various financial transitions.
Education and Expertise
Richard Weiner earned a Bachelor of Arts degree in Geography Geology from Binghamton University, where he studied from 1971 to 1974. His educational background supports his specialization in retirement planning, particularly for high net worth individuals. This academic foundation, combined with his extensive experience in the financial services industry, equips him to offer informed financial advice and strategies.
Focus on Retirement Planning
Richard Weiner specializes in retirement planning, providing tailored financial guidance to clients navigating life transitions. His focus on high net worth individuals allows him to address the complexities of wealth management and retirement strategies. He emphasizes the importance of planning for retirement to ensure financial stability and security for his clients.
Background
Richard Weiner operates in the New York City Metropolitan Area, where he leverages his extensive knowledge and experience in the financial sector. His background in geography and geology contributes to his analytical approach in understanding market trends and client needs, enhancing his ability to provide effective investment solutions.