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In Black and Weitz

In Black and Weitz

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August 05th 2014:Special Encore Presentation: What Does A Financial Planner DO? A Case Study

People often think that financial advisors simply pick stocks and bonds and that our role is simply that of a “stockbroker”. Picking stocks and bonds is actually not what we do, but is actually a solution to a problem. Financial planners would have no idea what stock to even purchase without doing some comprehensive fact finding. Tune in this week as Peter Weitz will walk you through the process he goes through to be able to create the correct financial startegy for his clients. In Black and Weitz airs on Tuesday at 10AM Eastern, 7AM Pacific

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Featured Guest

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Peter Weitz

Peter Weitz, is a Chartered Retirement Planning Counselor (c) and a Senior Vice President and equity partner of Fusion Analytics Investment Partners. He joined the industry over ten years ago after spending 13 years in real estate development in Washington, DC. After several years working for a large retail wire house, he became uncomfortable with the inherent conflicts of interest at major brokerage institutions and joined Fusion Analytics in 2009, overseeing their South East Region. A dual graduate of George Washington University, Peter holds both an undergraduate degree in business and a Master’s Degree in Finance. His primary areas of practice include corporate 401(K) and defined benefit
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