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.
Ron Weinburg, Managing Partner
Ron Weinburg, 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.
Johanna Corrie
Johannacorrie@financialguide.com | 954.625.1257
Jo’s ensures seamless client experiences, supporting both English and Spanish-speaking throughout the entire client experience from the first initial meeting to the final review. Her focus on nurturing relationships echoes our commitment to excellence.
Tara Marciales
TaraMarciales@FinancialGuide.com | 954.625.1528
Tara brings over 20 years of experience in customer service and office management. Her expertise is built on a strong foundation of problem-solving, organization, and attention to
detail. She leverages various advertising and social media platforms to communicate the benefits of working with a financial advisor, helping keep our clients informed and engaged.
Erica Silverstein
Esilverstein@wealthspllc.com | 954.689-.9516
Erica ensures operational efficiency and specializes in helping our clients daily. As a key member of our team, she has outstanding experience in all aspects of financial services.
Erica loves the satisfaction that comes from adding value and helping people solve problems.
Araceli Farina
Afarina@wealthspllc.com | 954.689.9481
Araceli Farina serves as the Administrative Assistant at Wealth Solutions Partners, where she manages daily scheduling for founder Ron Weinberg and helps ensure smooth operations and exceptional client service through her strong organizational skills and proactive approach.
Jordan Hirsch
Jhirsch@wealthspllc.com | 954.899.3835
Jordan brings a thoughtful and grounded presence to the team, with a strong foundation in financial planning and a deep commitment to supporting both clients and advisors. As a paraplanner, Jordan plays a key role behind the scenes—ensuring each plan is well-crafted and aligned with the client’s bigger picture.
Nicole Ferreira
Nicoleferreira@financialguide.
Nicole brings a warm energy to every interaction, fueled by her genuine love for connecting with people and nurturing relationships. In her role she’ll focus on growing bonds with our professional partners, while also helping to manage client interactions. She is eager to reconnect with some nonprofit work through her partnership with Invest in Knowledge, where she’ll lead initiatives to educate and empower the community through financial literacy.
Daniel A. Henley, CFP®
DHenley@MyCoastalWealth.com | 954.689.9531
Dan is devoted to safeguarding his clients’ wealth through astute preservation strategies, overseeing the team’s insurance portfolio. With over 30 years in financial planning, he’s garnered
accolades for his expertise in wealth preservation, estate planning, and is a member of the esteemed Million Dollar Round Table.
Carol Hakemian-Felt
CHakemianFelt@FinancialGuide.
Carol’s expertise lies in crafting tailored financial strategies for medical professionals throughout their career journey, from establishment to retirement. Her 27 years in financial advising empower her to devise both offensive and defensive financial plans.
Stanley Klein
Stan has been a Financial Service Representative for 40+ years who believes the most important key to any financial plan is the relationship you create with your clients. To always maintain communication with them and be there through life’s changes.
Anthony Kolstad
Andy has been in this business for 40+ years. Believes a well-thought-out investment plan is the key to financial success. Andy’s method is building what he calls “income factories” for their futures. This is when investments are focused on dividend and income producers.
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
