Harvey Weinstein

Harvey Weinstein is a seasoned financial professional with a career spanning several decades. Currently serving as the Client Wealth Protector and Founder at Senior Care Financial Resources since November 2020 and a member of the Estate Planning Team since July 2020, Weinstein specializes in assisting individuals with business transitions and wealth succession planning. As the President and Founder of Integrated Wealth Coaching, LLC, and Harlin Financial Services, LLC, Weinstein focuses on wealth management and preservation strategies that reduce taxes on asset sales for clients. Additionally, Weinstein has been leading Harvey Weinstein & Associates, Inc. since 1985, providing tax-saving strategies and preparation services. Weinstein holds a Master of Business Administration (M.B.A.) in Finance and Taxation from the City University of New York.

Links


Org chart

Sign up to view 0 direct reports

Get started