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Carole J. Weinberg

Phone: (440) 473-1115 ext. 203

Fax: (440) 473-0186

E-mail: cweinberg@ncafinancial.com

Carole J. Weinberg,* CPA is a Partner at NCA Financial Planners and Co-Chairman of the firm’s Investment Research Committee,a thirteen-member group whose responsibilities include investment selection and monitoring, due diligence, and asset allocation. Ms. Weinberg began her career with a regional public accounting firm where she specialized in management reporting and tax planning for individuals and closely-held companies. Since joining the firm in 1993, she has been dedicated to developing a comprehensive approach to financial planning. With such a focus, she encompasses accumulation and distribution strategies for retirement, income tax and estate planning, investment management and asset allocation to help achieve goal-oriented planning. Ms. Weinberg is a regular presenter of retirement planning seminars, a guest speaker for the Ohio Society of Certified Public Accountants, and frequent gueston local radio station WTAM and television station WKYC. She received her B.S. degree in Accounting from the University of Akron.

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