Irving M. Eisenberg, CPA/PFS, CFBS
Wealth Manager Group LLC
1450 Frazee Road Suite 310
San Diego, CA 92108
PHONE: (619) 574-7526
FAX: (619) 574-7532
ieisenberg@wealthmgr.com
Irving Eisenberg is the President & Owner of the WEALTH MANAGER GROUP LLC, an Independent Registered Investment Advisor located in San Diego, California. Wealth Management Services for clients approaching retirement are the specialty of the company. That includes Portfolio Management, Financial Planning, the design & implementation of insurance strategies, and a variety of other services and products. The ElderCare Division offers personalized services for retired clients to give special attention to their unique needs. A graduate of University of Illinois at Urbana (BS in Accountancy) and DePaul University (MS in Taxation), Mr. Eisenberg began his career as a financial service professional in 1991. He spent the prior 14 years practicing as a CPA Tax Specialist.
Mr. Eisenberg has been awarded the following Honors & current appointments:
¨ Certified as a Personal Financial Specialist (PFS) by the AICPA
¨ Certified as a Family Business Planning Specialist by the American College – Bryn Maur, PA
- President of Community Board of Advisors – Stein Institute for Research on Aging, University of California at San Diego– La Jolla, CA
- Chairman – CalCPA State ElderCare Task Force
- Member of CalCPA State Personal Financial Planning Committee
Past appointments included the following:
- Chairman – CalCPA San Diego Chapter Estate Planning Interest Group
- Member of Steering Committee of CalCPA Financial Literacy Committee
- Chairman of CalCPA San Diego Chapter Financial Literacy Interest Group
- Chairman of Development for the Community Board of Advisors – Stein Institute for Research on Aging, University of California at San Diego– La Jolla, CA
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