CLIENT PORTFOLIO CONSULTING AND SERVICING

Ari Wiener
Ari Wiener, CFP®, Senior Client Service Associate

Ari Wiener is a Senior Client Service Associate at Charles Schwab Investment Advisory, Inc. (“CSIA”) supporting the ThomasPartners Strategies. He joined the ThomasPartners Strategies in 2016 and is responsible for supporting the Client Portfolio Managers. Ari has over 3 years’ experience in relationship management. Previously, Ari worked in various sales roles for Capital One Bank, New York Life and LivingSocial.

Ari earned a B.S. in Economics from the University of Maryland, College Park, and has received his Certified Financial Planner (CFP®) designation.

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