David Weinstock Principal

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David Weinstock provides business succession, estate, insurance, tax, and investment planning services to high net worth individuals and business owners.

His more than 28 years of experience are centered on delivering wealth advisory services to individuals and families. He specializes in complex estate planning matters, often integrating the efficient use of life insurance solutions to meet clients’ objectives. David has published in The CPA Journal and in Estate Planning Magazine and has been interviewed by the Wall Street Journal.

Prior to joining Mazars Wealth Advisors in 2007, David was a Wealth Advisor with a large international group. He began his career in public accounting at a Big 4 firm.

David graduated from the State University of New York at Buffalo with a Bachelor of Science in Accounting, and was invited to join Beta Alpha Psi, the accounting honors society. David currently holds the Certified Financial Planner (CFP®) designation and earned an Accredited Estate Planner (AEP®) designation from the National Association of Estate Planning Councils in 2011. He is an annual attendee at the Miami Law School’s Heckerling Institute.

Industry Expertise

High Net-Worth Individuals & Families

Business Owners

Service Specialties

Estate Planning
Insurance

Wealth Advisory

Licenses & Certifications

Certified Public Accountant, New York (CPA)

 

Memberships

American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)

National Society of Certified Life Underwriters, Training Council Fellow
New York city Estate Planning Counsel, Board Member

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