David Weinstock, CFP^®, AEP^®, CPA

I have always been passionate about solving problems and helping others. The gratification that comes from easing financial concerns and providing customized solutions is what drives me every day. As an analytical thinker, I've always excelled in puzzles and problem-solving, and I channel that skill into my work as a financial advisor.

With over 30 years of experience in wealth advisory services for individuals and families, I specialize in complex estate planning. I often integrate life insurance solutions to meet my clients' objectives. My work has been published in The CPA Journal and Estate Planning Magazine, and I've been interviewed by the Wall Street Journal. I've also contributed to Kiplinger. Before founding Erudite Wealth Management in 2024, I was a Principal and Advisor with the wealth advisory group of a large national accounting firm. My career began in public accounting at a Big 4 firm, and I hold a Bachelor of Science in Accounting from the State University of New York at Buffalo, where I was invited to join Beta Alpha Psi, the accounting honors society.

Growing up in Plainview, NY, my father instilled in me the importance of empathy and understanding, teaching me to put myself in others' shoes. This advice has stuck with me and helps me treat my clients like family. I'm happily married with two daughters, who always support and motivate me to be a better husband, father, and person. I cherish spending time with family and friends, regardless of the occasion. Being a member of the Estate Planning Council of NYC and the Yale Club Insurance Study Group allows me to interact with like-minded professionals and continue learning from my peers and mentors.