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Crps Lane Weitz
Experienced 401(K) Fiduciary expert, thought leader, author, and Radio Talk Show Host
Lane Weitz is a financial professional with the designation of Chartered Retirement Plans Specialist (CRPS). He is the President and Co-Founder of APEX Retirement Plan Consultants, a firm focused on providing retirement planning and consulting services. Lane has a background in finance, having studied at the University of Georgia, and he is based in Addison, Texas. He has established a network of over 500 connections on LinkedIn and has garnered a following of 5,000 people, indicating a significant presence in the retirement planning industry.1
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Experience
Managing Director at Weitz Financial Group (September 2017 - Present)
Senior Vice President - Investments at Fusion Analytics Investment Partners (June 2009 - September 2017), Radio Talk Show Host at The In Black and Weitz Radio Show (January 2014 - December 2016); Board Chair at South Florida Institute on Aging (2006 - March 2016); Vice President at Merrill Lynch (July 2003 - June 2009)
Education
MBA in Finance from The George Washington University School of Business (1993 - 1997); Bachelor of Business Administration (MBA) in Finance from George Washington University (1986 - 1990)
Location
Addison, Texas
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
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