Alyssa Weinberger, CPA, CFP®

Alyssa Weinberger, CPA, CFP®

Senior Managing Director

Alyssa Weinberger
Senior Managing Director, Lido Consulting, Inc.

Alyssa joined the firm in 2003 and now spearheads the Business Development and Marketing department for Lido Consulting, Inc. She has successfully consulted for a number of affluent families on a wide range of investment and wealth planning areas; including, setting up a family office. She manages the educational luncheons and the Family Office conferences that Lido produces. In 2005, Alyssa created the Annual Family Office Investment Symposium that is held each spring which grew from 60 local attendees to 500 attendees nationwide. In 2011, Alyssa helped create Pepperdine University’s Certificate in Financial Management for the Family Office.

Alyssa sees the importance of giving back to her community; both family and professionally. She supports local Charter schools in Los Angeles. She resides in West Los Angeles with her husband, Steve, and their 3 children.

Alyssa joined the firm in 2003 and now spearheads the Business Development and Marketing department for Lido Consulting, Inc. She has successfully consulted for a number of affluent families on a wide range of investment and wealth planning areas; including, setting up a family office. She manages the educational luncheons and the Family Office conferences that Lido produces. In 2005, Alyssa created the Annual Family Office Investment Symposium that is held each spring which grew from 60 local attendees to 500 attendees nationwide. In 2011, Alyssa helped create Pepperdine University’s Certificate in Financial Management for the Family Office.

Alyssa sees the importance of giving back to her community; both family and professionally. She supports local Charter schools in Los Angeles. She resides in West Los Angeles with her husband, Steve, and their 3 children.