January 2008 - Weaver and Tidwell Financial Advisors, Ltd., Named a Winner of Financial Planning Award
“CPA Wealth Provider” magazine recognizes financial planning firm for innovation, efficiency and initiative in financial planning.
DALLAS, TEXAS (January 3, 2008) – Weaver and Tidwell Financial Advisors, Ltd. has been judged a winner in the Fifth Annual CPA Wealth Provider Financial Planning Awards for the second year in a row.
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November 2007 - Weaver and Tidwell’s Michael B. Benedict Chosen to Join Institute of Investment Management Consulting
Michael B. Benedict, CFP was selected to become a member of the newly established Institute of Investment Management Consulting (IIMC). Benedict is a senior financial advisor for Weaver and Tidwell Financial Advisors, Ltd.
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November 2007 - Weaver and Tidwell Financial Advisors Ranked #23 in Nation
‘CPA Wealth Provider’ magazine ranks wealth management firms associated with CPA firms based on assets under management (AUM). Weaver and Tidwell Financial Advisors, Ltd. has been listed No. 23 in the United States on the first-ever “Top AUM CPA/Financial Planning Firms: Wealth Magnets” ranking of wealth management firms that are associated with CPA firms by CPA Wealth Provider magazine. The positions are determined by assets under management (AUM).
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November 2007 - Weaver and Tidwell Financial Advisor’s Alan Goldfarb Named to the Academy of Financial Services Board
Alan Goldfarb, CFP AIF MBA has been elected to the board of the Academy of Financial Services, a professional organization that provides a forum through which both academic and practitioners interact to develop, expand and communicate individual financial management knowledge. Goldfarb is the director of financial strategies for Weaver and Tidwell Financial Advisors.
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June 2007 - Weaver and Tidwell’s Alan Goldfarb Quoted in IGA Grocergram
Alan Goldfarb, CFP AIF MBA was recently quoted in an article entitled, "Team Motivation: What incentives does your supermarket offer" in the June issue of IGA Grocergram.
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May 2007 - Weaver and Tidwell’s Alan Goldfarb Named to Board of Certified Financial Planner Board of Standards
Alan Goldfarb, CFP AIF MBA has been named to the board of Certified Financial Planner Board of Standards, Inc. (CFP Board), the professional regulatory body for the almost 55,000 professionals holding CFP ® certification.
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January 2007 - Weaver and Tidwell Named a Winner of Financial Planning Award
“CPA Wealth Provider” magazine recognizes financial planning firm
for innovation, efficiency and initiative in financial planning.
[view full release]
November 2006 - Journal of Financial Planning
Alan Goldfarb, Chief Financial Strategist with Weaver and Tidwell Financial Advisors, Ltd., was highlighted in the article titled, "Turning the Tables: Client Advisory Boards Offer Valuable Advice to Planners " published in the Journal of Financial Planning.
October 2006 - Financial Advisor
Alan Goldfarb, Chief Financial Strategist with Weaver and Tidwell Financial Advisors, Ltd., was highlighted in the article titled, "P&C Insurance For The Rich And Famous" published in the Financial Advisor.
October 2006 - WebCPA
Dave Sego, Managing Director with Weaver and Tidwell Financial Advisors, Ltd., was highlighted in the article titled, "Treating your Clients Like GOLD" published on WebCPA.
July 2006 - Financial Advisor
Dave Sego, Managing Director with Weaver and Tidwell Financial Advisors, Ltd., was highlighted in the article titled, "Tax Law Begets Opportunities" published in the Financial Advisor.
June 2006 - MSNBC
Alan Goldfarb, Chief Financial Strategist with Weaver and Tidwell Financial Advisors, Ltd., was highlighted in the article titled, "Why we do such a lousy job with our 401(k)s Pending legislation would make it easier to automate retirement savings" published on MSNBC.
February 2006 - Park Cities News
Alan Goldfarb, Chief Financial Strategist with Weaver and Tidwell Financial Advisors, Ltd., writes a bi-weekly personal finance column for the Park Cities News. The latest December issue is entitled "Keys To Debt Management". Visit the Park Cities News Business Section of their website for the latest articles.
December 2005 - Financial Advisor
Alan Goldfarb, Chief Financial Strategist with Weaver and Tidwell Financial Advisors, Ltd., was highlighted in the article titled, "The Art Of Being Ethical" published in the Financial Advisor.
May 2005 - Financial Advisor
Luisa Nemati, Financial Advisor with Weaver and Tidwell Financial Advisors, Ltd., was highlighted in the article titled, "Changing Course" published in the Financial Advisor.
June 2004 - Fort Worth Business Press
Michael Benedict, Financial Advisor with Weaver and Tidwell Financial Advisors, Ltd., article was published in the Fort Worth Business Press. The article entitled "Retirees: The hurrier I go the behinder I get". Visit the Fort Worth Business Press website for the article.