About Us
As a team, we take an educational approach to your financial situation. We strive to help bridge the gap between your life and money through a thoughtful one-on-one conversation about what you know, what you don’t, and what you care about.
Our Guiding Principles
We want to help you create clarity in your assets in the most tax-efficient way possible. Reach out to us to find out how you can get on the right path to the financial future you deserve.
- Fostering constant growth for our clients and financial professionals with a foundation of integrity.
- Finding innovation for the best solutions.
- Remaining accountable and coachable while staying committed to personal development.
- Delivering consistent, innovative training and education to provide opportunities to learn, grow & improve continuously.
- Honoring our commitments to clients, ourselves, and team members.
- Receiving all feedback as a gift.
- Taking ownership over outcomes by finding solutions, not excuses.
- Giving back to the community where we live, work and play.
- Encouraging technological advances to facilitate ease of doing business.
- A positive work environment based on trust, collaboration, and fun.
We want to help you create clarity in your assets in the most tax-efficient way possible. Reach out to us to find out how you can get on the right path to the financial future you deserve.
Meet the Team
Christopher Price, CFP®, RICP®, ChFC®, C(K)P®, CFPA®
Christopher Price, CFP®, RICP®, ChFC®, C(K)P®, CFPA®
Christopher Price launched his career during the 2008–2010 financial crisis, a trial by fire that shaped his belief in disciplined, client-first planning. Starting in one of the most volatile economic periods in history gave him an unmatched perspective on risk, resilience, and the importance of clear, actionable financial strategies.
Christopher’s results have been recognized at the highest levels:
- Forbes Best in State Financial Security Professional – Three consecutive years and counting.
- Forbes Top Next-Gen Wealth Advisor – Honoring the future leaders of wealth management.
- Edward Jones Triple Crown Award and Leaders Qualifier with both MetLife and MassMutual.
Today, Christopher leads a top-tier advisory team managing over half a billion dollars in client assets. Their expertise spans investments, retirement planning, tax coordination, and estate strategies, with a specialty in guiding families through life’s most pivotal transitions, retirement, the loss of a loved one, selling a business, or welcoming a new family member. With a rare combination of elite credentials, national recognition, and a proven record of results, Christopher offers more than advice, he provides a partnership built to last through every season of life.
Ronald Weinberg, Managing Partner
Ronald Weinberg, Managing Partner
Rweinberg@wealthspllc.com | 954.689.9516
With a career in financial services since 1997, Ron specialized in advising high-net-worth individuals and their families on financial strategies, focusing on educating client to make informed decisions aligned with their vision and values. He finds great satisfaction in building long-term relationships and making a difference in his clients’ lives.
Our Teams Designation
Designations:
CFP®
The CERTIFIED FINANCIAL PLANNERTM designation is conferred by the Certified Financial Planner Board of Standards, Inc. Candidates must have a bachelor’s degree (or higher) from an accredited college or university and either complete additional coursework addressing all major financial planning topics, or hold one of the following academic degrees, licenses or credentials: CPA, ChFC®, CLU®, CFA®, PhD in business or economics, Doctor of Business Administration, or an attorney’s license. Candidates also must have at least three years of full-time personal financial planning experience and successfully complete the CFP® Certification Examination. CFP® professionals are subject to the CFP Board’s ethical standards.
ChFC®
The Chartered Financial Consultant® (ChFC®) designation is offered by The American College. A candidate must successfully complete all courses in the program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures. Three years of full-time business experience is required and must be within the five years preceding the date of the award. Current applicants are required to successfully pass nine courses on key financial planning disciplines.
RICP®
The Retirement Income Certified Professional® (RICP®) designation is offered by The American College. A Candidate must have three years of full time business experience. The three year period must be within the five years preceding the date of the award. An undergraduate or graduate degree from an accredited educational institute qualifies as one year of business experience. Part time qualifying business experience is credited toward the three year requirement on an hourly basis, with two thousand hours representing the equivalent of one year full time experience. A Candidate must complete three required courses and meet experience requirements and ethics standards and agree to comply with The American College Code of Ethics and Procedures. A Candidate must also pass a two hour final exam for each course, closed book and proctored. There is a Continuing Education requirement of fifteen hours every two years through The American College’s
PACE recertification program.
C(k)P®
The Certified 401(k) Professional (C(k)P) designation is offered by The Retirement Advisor University at UCLA Anderson School of Management Executive Education. The education course work includes classroom, online, and live online instructor led courses, as well as periodic assessments, an exam and a case study. The conduct and ethics codes embrace the core values of integrity, diligence, fairness, and objectivity.
CPFA
The Certified Plan Fiduciary Advisor designation is offered by the National Association of Plan Advisors. To obtain the designation, you must successfully pass the NAPA CPFA examination which is a closed-book, proctored exam. Continuing Education is 10 hours each year.
Investment Advisor Representative
Additional information about Christopher Price is also available on the SEC’s website at www.adviserinfo.sec.gov