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Rudolf Weiss

CFP®, CLTC®

Partner

Get to Know Rudy…

Favorite part about working at Moneco:
I was drawn to Moneco by the caring and client focused attitude that I have witnessed in my experience with the company.

Favorite thing to do outside of work:
I love spending time with my family, going on adventures, and going to pop punk concerts.

Favorites

Quotation: “Don’t give up. Don’t ever give up!” – Jim Valvano

Vacation Destination: Family cottage in Maine, relaxing in the Florida keys, or the National Seashore on Cape Cod

TV Show or Movie: Watch the Chicago shows, Blue Bloods and miss the Rockford Files

Band or Music: Springsteen, especially the early years

Sports Teams: New York Yankees, Giants, Knicks, Rangers and UConn

Rudy joined the Moneco Advisors team in January of 2021 because he saw an opportunity to work with a leading-edge firm that puts clients first. It was very important to him to find a firm that would benefit his existing clients and be a good home for future clients. He feels the Moneco team shares his commitment to putting clients’ needs and interests first.

Experience:
As the former Chairman, President and Treasurer of the Financial Planning Association of CT (FPA) Fairfield County Chapter, Rudy is an active member of the financial planning profession.

Education & Certifications:
Rudy attended Bryant College and earned a Bachelor of Science Degree in Business Administration, with a Major concentration in Finance and a Minor concentration in Economics. He later earned a Master of Science Degree in Taxation from the University of New Haven. Rudy has been a CERTIFIED FINANCIAL PLANNER™ since 1987. He has also earned a Certificate in Long-Term Care Designation (CLTC®).

Personal:
Outside the office, Rudy enjoys golf, working out and spending time with family and friends, especially his three grandchildren. A Trumbull native, Rudy now lives in South Norwalk with his wife, Janet. Together, they enjoy relaxing with loved ones and neighbors, tending to their yard and traveling whenever they get the chance.

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