Ari Wiener, CFP®
Wealth Advisor, Director
Ari is a Wealth Advisor based in MAI’s Rockville, MD office. He joined the firm in 2021 following the acquisition of Investment Planning Associates (IPA), where he served as Vice President. Ari has eight years of experience in the financial services industry. He focuses on building personal relationships with clients and acting as their trusted advisor while helping them navigate their financial lives.
Before joining IPA, Ari worked for TIAA-CREF, Charles Schwab and Co., Capital One Bank and New York Life. He earned a B.A. in Economics from the University of Maryland College Park in 2012 and is a CERTIFIED FINANCIAL PLANNER™ professional.