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About
Rudolf Weiss is a Partner at MONECO Advisors, based in Norwalk, CT, where he specializes in comprehensive financial planning and investment advisory services for individuals and families. With over 40 years of experience in the financial services industry, he brings deep expertise in portfolio management, retirement planning, and wealth accumulation strategies. His role encompasses client relationship management, tailored investment solutions, and contributing to the strategic direction of the firm.
Weiss's professional focus includes advising on a broad array of asset classes, such as equities, fixed income, and alternative investments, as well as retirement accounts and tax-efficient investment vehicles. He has served both commission- and fee-based clients in the Fairfield and Norwalk areas, reflecting a versatile approach to meeting diverse financial needs. His career background at MONECO Advisors demonstrates a commitment to client-centric wealth management and collaborative financial planning.
He is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association, underscoring his commitment to industry standards and ethical practices. Weiss is recognized for building long-term client relationships and providing guidance through complex market cycles. His significant achievements include helping clients pursue their financial goals with disciplined, personalized strategies tailored to specific stages of life and evolving market conditions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MONECO Advisors | Partner | Jul 2023 to Present | — |
| MONECO Advisors | Financial Advisor | Unknown to Present | Securities through LPL Financial (LPL), a registered broker-dealer. Member FINRA/SIPC. finra.org sipc.org. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment ad... |
Others at Moneco Advisors, LLC (5)
| Name | Role | Location |
|---|---|---|
| Partner | Harrison, NY , United States | |
| Managing Partner | New Canaan, CT , United States | |
P Peter Osborne | Partner | Fairfield, CT , United States |
| Partner | Fairfield, CT , United States | |
| Partner | Fairfield, CT , United States |
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