Our Qualifications

IRVING M. EISENBERG, CPA, PFS,

PERSONAL PROFILE

Mr. Eisenberg is the President & Owner of the WEALTH MANAGER GROUP LLC located in San Diego, California. Portfolio management services is the specialty of the company. It also offers financial planning services and the design & implementation of insurance strategies. The ElderCare Division offers personalized services for retired clients to give special attention to their unique needs.

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
-CalCPA State ElderCare Task Force
-Member of CalCPA State Personal Financial Planning Committee
- President of Community Board of Advisors of Stein Institute for Research on Aging (UC San Diego)
-Chairman – CalCPA San Diego Chapter Estate Planning Interest Group
-Member of Steering Committee of CalCPA Financial Literacy Committee & Chair of CalCPA San Diego Chapter Financial Literacy Interest Group

MATTHEW P. LUCKHAM

PERSONAL PROFILE

Mr. Luckham has been working with the WEALTH MANAGER GROUP LLC since 2005. He graduated with Honors from Northwestern University in Evanston, Illinois in 2004. While in college, he worked alongside a Private Wealth Management group at one of the world's largest investment firms which sparked his interest in the financial services industry. Matthew currently holds a CA Insurance License and has received his Series 7 and 66 registrations.