Irving Eisenberg


Irving M. Eisenberg, CPA®/PFS®
Wealth Manager Group LLC
3131 Camino Del Rio North, Suite 1650

San Diego, CA 92108
PHONE: (619) 574-7526
FAX: (619) 574-7532

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Irving Eisenberg is the Chief Executive Officer & Managing Member of the WEALTH MANAGER GROUP LLC, an Independent Registered Investment Advisor located in San Diego, California.  Wealth Management services for clients approaching retirement are the specialty of the company. That includes Portfolio Management, Financial Planning, the design & implementation of insurance strategies, and a variety of other services and products. A graduate of University of Illinois at Urbana (BS in Accountancy) and DePaul University (MS in Taxation), Mr. Eisenberg began his career as a financial service professional in 1991. He spent the prior 14 years practicing as a CPA® Tax Specialist.

Mr. Eisenberg has been awarded the following Honors & current appointments:

- Certified as a Personal Financial Specialist (PFS®) by the AICPA®

- Member of CalCPA® State Personal Financial Planning Committee

Past appointments include the following:

- Chairman - CalCPA® San Diego Chapter Estate Planning Group

- Member of Steering Committee of CalCPA® Financial Literacy Committee

- Chairman - CalCPA® State ElderCare Task Force

- Chairman of CalCPA® San Diego Chapter Financial Literacy Interest Group

- Chairman of Development for the Community Board of Advisors - Stein Institute for Research on Aging, University of California at San Diego - La Jolla, CA

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.