Weitzman, Pathak & Associates

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Sergio Weitzman

Private Wealth Advisor

President of Weitzman, Pathak & Associates
Visit Sergio Weitzman's website

Sanjay Pathak

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Sanjay Pathak's website

Rob Cortez

AWMA℠, AAMS, CRPC

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISOR™
Visit Rob Cortez's website