Ari Wiener, CFP®

Senior Wealth Advisor, Director

Rockville, MD

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Designations

  • CERTIFIED FINANCIAL PLANNER® professional1

 

Work Experience

  • Joined MAI in 2021 following the acquisition of Investment Planning Associates (IPA), where he served as Vice President
  • Has ten years of experience in the financial services industry with a focus on building personal relationships with clients and acting as their trusted advisor while helping them navigate their financial lives
  • Worked for TIAA-CREF, Charles Schwab and Co., Capital One Bank and New York Life

 

Life Outside of MAI 

  • Married with 3 beautiful kids, enjoys spending time with family and friends, playing basketball, and golfing

 

Education

  • University of Maryland College Park, BA in Economics

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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