[st_customheading heading=”Irving Eisenberg” heading_color=”#1e73be” margin_bottom=”4px” content_align=”text-default”]

Wealth Management and Financial Planning

Mr. Eisenberg was the Founder and former Owner of the Wealth Manager Group LLC, an independent Registered Investment Advisor headquartered in San Diego, California. The remaining firm ownership was transferred to long-time associate and Partner Matthew Luckham on December 31, 2018.

The firm’s principal service is portfolio management. The firm also engages in financial planning, the design & implementation of insurance strategies, and offers a variety of other services and products. Transition planning for individuals who are going through life changes such as career change, business sale or entering retirement is a firm specialty. A comprehensive list of Wealth Management Services is offered to our clients.

Mr. Eisenberg has been awarded the following Honors & appointments and memberships, past or present:

  • University of Illinois (BS in Accountancy) – 1975
  • DePaul University (MS in Taxation) – 1977
  • 14 years as CPA Tax Specialist – began financial services career in 1991
  • Member of AICPA & its Personal Financial Planning Section
  • Certified as a Personal Financial Specialist (PFS) by the AICPA
  • Member of Jewish Family Services Budget & Finance Committee – 2018 – Present
  • Past Vice President of the All-Star Financial Group – 2011 – 12
  • Past President of Community Board of Advisors – Stein Institute for Research on Aging, University of California at San Diego – La Jolla, CA
  • Past Member of CalCPA Personal Financial Planning Committee
  • Past Chairman – CalCPA State Eldercare Task Force

Mr. Eisenberg has been married to his wife, Lori, since 1979. Their daughter, Lisa, is an elementary school teacher in San Diego and the mother of two granddaughters. Their daughter, Stacy, is a clinical psychologist at the Long Beach, CA VA Hospital and mother of another granddaughter. Irving’s outside activities include golf, Fantasy Football, and charity work in the San Diego community.

Securities and advisory services through Royal Alliance Associates, Inc., member FINRA / SIPC.  Additional advisory services are offered through Wealth Manager Group LLC. Listed entities not affiliated with Royal Alliance Associates.

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