About The Firm

Stuart Weiss CPA/PFS, LLC

I am a CPA who manages my family’s personal and business portfolio. My background includes accreditation by the American Institute of CPAs in personal financial planning as well as being a former stock market analyst on Wall Street. My formal education includes an MBA from Stanford and an undergraduate degree from UCLA where I graduated Phi Beta Kappa.

In addition to my investment activities, I am also accredited in business valuation by the AICPA to value privately held companies for gift/estate, divorce and buy/sell purposes. During the 1980s, I was a writer for Business Week magazine where I covered Wall Street. Most recently, I wrote shareholder reports for iShares, the nation’s largest Exchange-Traded Fund (ETF) family.