ABOUT

 

We help you increase  financial security for yourself and the ones you love.

Weiss Financial Advisors

  • Listen to understand your unique situation
  • Respect your privacy and confidentiality
  • Respond to your questions after careful analysis
  • Present your options in a clear and comprehensive report
  • Listen to your response, and work with you to implement your decisions

Wendy Weiss is keenly interested in helping her client make excellent financial decisions for themselves and the people they love most.

 

She earned an MBA in Finance in 2001 from Brandeis University’s International Business School to gain the knowledge needed. She began offering investment advice at Morgan Stanley (2001-2005) and then moved to (what is now known as) Merrill Lynch (2005-2008). She also offered financial literacy seminars to college students through the Women’s Bureau of the U.S. Department of Labor. When she moved to Washington, D.C. she participated in the U.S. Treasury Department’s Financial Literacy and Education Commission’s sessions,  joined a working group of the Society of Actuaries (Pension Section) and co-authored a series of articles as a member of this group. These publications and others are listed below.

She has taken a special interest in the financial issues that women face. Women live longer. So we need to make good decisions about our money to make it last. She developed a website for women, that is lighthearted and easy to follow, www.HotFlashFinancial.com. She also wrote a book, also called Hot Flash Financial that provides step by step instructions for women who want to do it themselves. This book can be purchased through www.lulu.com.

She realized that many women want advice. They want to sit down and talk to a professional who has experience and formal training. So she founded a new advisory firm in 2014 Weiss Financial Advisors, LLC to meet these needs and provide this service. She welcomes individuals and couples who are curious, concerned about a future transition, in crisis, or just want to make good decisions for themselves and the people they love.

Dr. Wendy Weiss
In the background. Wendy is a disciplined professional who has formal training at the doctoral and post-doctoral level. She earned a Ph.D. in economic and cultural anthropology from Bryn Mawr Graduate School of Arts and Sciences. She conducted post-doctoral research on women and economic issues in the Third World. But she had to be away from her children for months at a time for this research. She was happy to shift her focus to women in the U.S. so she would live and work in the same hemisphere as her children. Before she executed this change, she earned another degree, so she would provide the high level of financial advice that her clients have come to enjoy. Here is a list of her books, articles, and posts.
BOOK PLUS ARTICLES PUBLISHED WITH THE SOCIETY OF ACTUARIES

CONTRIBUTIONS TO WEBSITES to further education in personal finance

PROMOTION OF FINANCIAL LITERACY

  • TJX CORPORATION (October, 2014)
    • Author and Presenter of Lunch & Learn workshop : “How you can develop a budget”
  • Harvard University Women’s Law Association (Spring, 2015)
    • Author and Presenter “You can never be too rich or too thin”
  • Cambridge Commission on the Status of Women (December 6, 2012)
    • Author and Presenter “Finances, the last feminist frontier”
  • BOSTON MEDICAL CENTER: Leaders in Nursing (February, 2012)
    • Author and presenter “It’s about time: A talk for women who want to control their money and their future”
  • BROWN UNIVERSITY (October 11, 2011) Smart Women in Securities (Seniors in Finance)
    • Author and presenter “Personal Finance, Saving and Investing for Smart Women”
  • Society of Actuaries-Post Retirement Needs and Risks, (2009-2012)
    • Co-organizer of Round Table on “The Impact of Running Out of Money” sponsored by the SOA, Urban Institute and WISER, Washington, D.C., March 2012
    • Co-Author of Issue Brief “Designing a monthly paycheck for retirement” and “Where to live in retirement” in SOA Research Project Managing Retirement Decisions—Issue Briefs, 2011-2012 http://www.soa.org/research/research-projects/pension/research-managing-retirement-decisions.aspx
    • Contributor to SOA publication: “The Impact of Retirement Risk on Women,” 2010
    • Author “Investor Response to Longevity Risk.” Society of Actuaries Pension Section Newsletter, 2010
  • Matt Greenwald and Associates, (2011):
    • Co-author of research proposal on the changing role of home equity in retirement
  • S. Treasury Department: Financial Literacy and Education Program, Washington, (2009 – 2010)
    • Contributor to review
  • Integrative Advisor, (2009)
    • Co-Author with Ruth Nemzoff “Your money and your adult children: the challenges they present”
  • Department of Labor’s Wi$eUP Financial Literacy Program, (2008-2009)
    • Contractor and workshop presenter
  • The Wage Project, (2008-2009)
    • Author of workshops on “The Importance of Managing Risk: Investment Advice for Women”.
    • Task Force on Financial Literacy for Massachusetts CPAs, (2005-2006)
    • Volunteer and Contributor