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Meet the Experts Behind Your Success

Get to know the dedicated professionals who bring knowledge, experience, and a personalized touch to every client relationship.
Staff Member

Ken Weingarten, CFP®, MBA

Partner, Wealth Advisor

kweingarten@saxwa.com

(609) 510-1336

Remote - Lawrenceville, NJ

Ken joined Sax Wealth Advisors as a Partner and Wealth Advisor in October 2026, bringing more than 23 years of experience in comprehensive financial planning.

Ken is passionate about helping individuals achieve their goals through comprehensive financial planning.  “Few things provide me with as much joy as making a positive difference in my clients’ lives by helping them to achieve their financial goals.  The financial goals are just the vehicle; the real satisfaction is seeing my clients live their lives to the fullest, knowing that the financial portion has been thoroughly addressed.”

Ken began his professional career in technology sales, learning to customize the client experience and develop meaningful professional relationships.  Ken used these skills to found Weingarten Associates, LLC in 2003 with his wife, Trina Weingarten.  Both Ken and Trina focus on providing high-quality advice and exceptional client experience. They built the firm on a simple purpose: making a difference in clients’ lives through exceptional financial planning, investment management and tax advice. They measure progress by whether clients reach their goals, not by investment markers alone. The firm serves corporate executives and professionals, self-employed business owners, academics and librarians, and individuals and families with charitable goals.

Ken earned a Bachelor of Arts degree in Political Science from Drew University in Madison, NJ and a Master of Business Administration from Rider University in Lawrenceville, NJ. He obtained his CERTIFIED FINANCIAL PLANNER® Certification from the College for Financial Planning, Denver, Colorado in 2004 and served in the FPA’s Residency Program at Bryn Mawr College, PA.  As a member of the National Association of Personal Financial Advisors (NAFPA), Ken co-founded their Study Group for the Princeton area in 2006. He also served on NAFPA’s Northeast/Mid-Atlantic Region board between 2009 and 2010.

Ken is a frequent speaker at NAPFA conferences on topics important for newer financial advisors. He has twice served on the conference planning committee for NAPFA conferences.

In his spare time, Ken enjoys spending time with family, reading, tennis, running and yoga. One of his lifelong goals is to read a biography of each American president, and he’s well on his way to that goal having read a biography on every president up to and including President Nixon.

Ken also takes pleasure in traveling. Recent travels included a trip to Japan and another one to Poland. Finally, Ken has taken an interest in Effective Altruism and how our charitable giving can make the greatest benefit to the human condition.

Education

  • BA in Political Science, Drew University
  • MBA, Rider University

Community

  • Member, National Association of Personal Financial Advisors (NAPFA)