MAXINE WEINER, CFP(R)

The CERTIFIED FINANCIAL PLANNER designation mandates a fiduciary duty to clients — placing their interests ahead of the advisor's — alongside demonstrated competency across retirement, tax, estate, investment, and insurance planning. CFP professionals complete a board-registered education program, pass a comprehensive exam, and meet ongoing ethics and continuing education requirements. Weiner's use of the mark signals her adherence to these standards.

Independent CFP practitioners commonly charge through a combination of asset-based fees (a percentage of assets under management), flat retainer fees for ongoing planning, or one-time financial plan project fees. Weiner's specific fee schedule is not published and must be obtained directly. The model is designed to remove commission-driven conflicts, differentiating it from traditional brokerage arrangements.

Client assets are almost certainly held at an independent third-party custodian — such as Charles Schwab, Fidelity, or Pershing — which provides client statements, trade execution, and SIPC protection. This custodial separation is standard practice for solo advisors who do not hold client funds in-house, insulates assets from the advisory firm's operating risk, and allows clients to manage transfer of custodied assets on their own timeline.