Jay Weinberg, CLU ChFC

Jay has been in the Financial Services industry since 2000 assisting Physicians in the areas of Disability Insurance, Life Insurance, Student Loan Strategies, Home Ownership and Retirement Planning. In a given year, Jay provides “Financial Wellness” lectures to over 100 Residency and Fellowship Programs. Furthermore, Jay is one of the top Individual Disability Insurance Brokers in the Country.

Mission Statement 

Jay Weinberg and his team provide educational content to thousands of Medical Students, Residents, Fellows and Attending Physicians in a given year. Jay and his team are bridging the gap of financial wellness to provide much needed educational content to the medical community.

Jay Weinberg and his Team have a long-term commitment to helping Physicians achieve those long term financial and lifestyle goals and look forward to becoming your trusted insurance and financial partner.