Weiner Financial Group, LLC

CONNECT

Address:

2020 Hogback Road
Suite 4
Ann Arbor, MI 48105

Phone:

734-619-6836

Lawrence (Laury) Weiner, CFP®, CPA®, MBA

Lawrence (Laury) Weiner, CFP®, CPA®, MBA

President

Laury has been a leader in the financial services industry since 1997.  Based in Ann Arbor, he serves clients throughout the US, with a special focus on the University of Michigan community. He received his Bachelor of Science in accounting from the University of Illinois Urbana- Champaign.  Laury is a registered CPA in Michigan.  Laury completed his MBA in Finance at DePaul University in Chicago in 1994.  He is also a Certified Financial Planner (CFP), having successfully fulfilled the rigorous requirements of CFP certification. Laury is a registered representative of American Portfolios Financial Services, a registered broker/dealer and member of FINRA and the SIPC. Weiner Financial Group, LLC is not affiliated with American Portfolios Financial Services, Inc.

Laury has a distinguished background in the field of finance. He spent the early part of his career in financial management in the health care industry, where he rapidly rose to the position of chief financial officer. He led hospitals in establishing investment protocols and facilitated the development of strategic financial plans. Large corporations have called upon Laury as a consultant to develop financial models to assist in their strategic business planning.  Having gained a thorough understanding of the U-M benefit plans, Laury has focused a major portion of his business on assisting the University of Michigan community with its financial planning concerns.

Laury lives in Ann Arbor with his wife, Jessica, Professor of Dance at the University of Michigan. Their daughter, Annabel, a recent graduate of the University of Michigan, currently is pursuing her career with Blue Cross Blue Shield of Michigan in the area of User Experience Design. Laury enjoys spending time with family and friends, cycling, cultural events, and travel.

To schedule a complimentary consultation, call Julie Heintz at 734-619-6836, or send an email to julieheintz@weinerfinancialgroup.com.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck