Ari Wiener, CFP®

Senior Wealth Advisor, Director

Rockville, MD

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional

 

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

We look forward to learning about your financial goals.

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