A Different Kind of Financial Planning and Wealth Management Firm
True wealth goes beyond the balance sheet. It’s about feeling grounded, informed, and confident in the life you're building—for yourself and those you care about.
With a unique blend of experience as a medical practitioner turned trusted financial adviser, I understand how financial decisions affect every part of our lives—health, relationships, and peace of mind.
At Dr. Jeff Finance, a boutique financial planning and wealth management firm, I focus on helping individuals and families gain clarity and confidence about their financial futures. I offer something rare: a deeply personal experience where your goals aren’t just heard—they’re fully understood.
I help clients chart a path to financial independence—and beyond—while continuing to live a rich, meaningful life along the way. Because the goal isn’t just freedom from work, it’s freedom to live well.
Education is one of the most rewarding parts of my work. I believe clients deserve not just advice, but insight. That’s why I take the time to explain the “why” behind every recommendation—so you feel confident, informed, and truly empowered to make decisions that align with your life.
At the heart of my work is trust—rooted in ethics and empathy, earned through honesty, consistency, and a firm commitment to putting your best interests first.
As an independent solo advisor, I offer highly personalized, unbiased guidance—supported by the security, technology, and global resources of Charles Schwab, the custodian for my client’s investments.
I don't just manage assets and provide financial planning—I help you shape your financial life to reflect your values and support your long-term goals.
If you're ready to take the next step toward a more secure, intentional financial future, I’d love to support you on your journey. Let’s connect for a consultation.
Jeffrey Weintraub, MD, MBA, CFP®
Dr. Jeff has a lifelong goal of helping people, a purpose that forms the foundation of both his medical and financial careers. For over 25 years, he served as a full-time emergency physician, delivering care with compassion and composure. Building on that foundation with intention, he made a purposeful career pivot—applying the same level of care and commitment to another essential form of well-being: financial health.
Jeff’s interest in personal finance runs deep. Inspired by his father, a CPA, Jeff spent years assisting with tax preparation and planning—gaining firsthand experience in the practical, people-focused side of financial work. When his father retired, he took over the remaining part of his tax preparation practice and has since grown it, continuing to serve longtime clients while welcoming new ones with the same diligence, warmth, and care.
Jeff’s pivot to financial planning was a natural evolution of two core passions: his deep-rooted love for personal finance and his desire to continue helping people. His experience as an emergency physician shapes how he practices today—as someone who brings calm to complexity, listens without judgment, and knows how to guide people through high-stakes decisions with focus and compassion. He’s also a gifted educator—someone who finds joy in making the complex feel simple, takes the time to explain and clarify with patience and care, and empowers clients with the knowledge they need to make confident, informed decisions. The same strengths that make him a trusted physician now help his clients feel truly supported—equipped with the understanding, insight, and confidence to align their money with what matters most, to live happier, healthier, more meaningful lives.
Dr. Jeff founded his own registered investment advisor firm and earned his CERTIFIED FINANCIAL PLANNER™ certification. CFP® professionals are held to the highest standards of ethics, knowledge, experience and fiduciary responsibility—meaning your best interests always come first. Learn more about what it means to work with a CFP® professional.
Jeff holds degrees from Cornell University and the Weill Medical College of Cornell University, a double Ivy League foundation that shaped his analytical rigor and lifelong commitment to doing what’s best for others. He later earned his MBA from the University of Massachusetts Amherst, where he further strengthened his skills in business strategy and financial management. By blending the precision of a physician, a lifelong commitment to helping others, and a legacy of financial stewardship—with a financial background grounded in both personal experience and professional expertise—Dr. Jeff offers a rare and powerful combination of medical insight, financial expertise, and genuine human connection—helping clients master the intersection of wealth, health, and happiness.