Founded by Daniel Weitz, Weitz Financial Group, LLC is an independent financial planning and wealth management firm based in Calabasas, California. The company operates as a fiduciary, focusing on creating personalized financial strategies for individuals, families, and business owners. Their core mission is to build long-term client relationships based on trust and a client-first philosophy, offering services that include retirement planning, investment management, risk management, estate planning, and corporate retirement plans.

Founded in

United States