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R.J. Weiss

About R.J. Weiss

Founder of The Ways to Wealth

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R.J. Weiss is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience in financial planning, and founder of The Ways To Wealth.

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Expert reviewer for BestColleges.com and has been quoted in publications like Business Insider, Yahoo, Mint, USA Today, CNET, the New York Times and Forbes.

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Holds a B.A. in finance from Eastern Illinois University and completed the CFP® Certification curriculum program at The American College. Additionally, he has earned the Personal Lines Coverage Specialist (PLCS) and Small Business Coverage Specialist (SBCS) designations.

Experience

R.J. Weiss is not just a financial planner but a trusted voice in the realm of financial content. At The Ways To Wealth, R.J. and his team are dedicated to publishing a wide range of content in the financial space, from fair and unbiased assessments of financial products and services to insightful articles, guides and resources. Their commitment to accuracy and relevance ensures that readers get the most up-to-date and reliable information.

R.J.'s unique approach to content creation is based on experience, research, and a deep understanding of the financial industry. He believes in the power of firsthand experience and combines this with extensive research and expert insights to provide valuable content to his readers.

Outside of his professional life, R.J. is an avid traveler, a husband, and a proud father of three. He resides just outside of Chicago, IL.

Education

R.J. Weiss holds a B.A. in finance from Eastern Illinois University. He became a Certified Financial Planner® on December 10, 2010, after completing the CFP® Certification curriculum program at The American College. Further enhancing his credentials, R.J. has earned the Personal Lines Coverage Specialist (PLCS) and Small Business Coverage Specialist (SBCS) designation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

  • Webull Review: Ideal for Skilled Investors, Not Beginners

    Beyond commission-free trades, Webull features a high-interest cash management account and a robust desktop experience. See our full breakdown of the features, risks, and unique tools of this powerful trading platform.

    By R.J. Weiss
    January 28, 2025
  • Robinhood Gold Card - Gamechanger or Gimmick

    Robinhood Gold Card: Game-Changer or Gimmick? (7 Insights)

    Robinhood's Gold Card offers an industry-leading 3% cash back on all purchases. Is it a sustainable game-changer or a short-term gimmick? We break down seven key insights, including how it works for taxes and travel, to help you decide if it belongs in your wallet.

    By R.J. Weiss
    January 28, 2025
  • Infinite Banking Explained

    Infinite Banking Explained: How It Works and Should You Do It?

    Learn why "banking on yourself" is often an expensive mistake for the average investor. Our guide explains the mechanics of infinite banking, the reality of cash value growth, and why simpler wealth-building strategies usually win.

    By R.J. Weiss
    January 28, 2025
  • Arrived Vs Fundrise

    Arrived vs Fundrise: Expert Guide to Choosing

    If you're torn between Arrived and Fundrise, it really comes down to how much control you want. Here's a look at the fees, liquidity, and real-world risk for each real estate platform.

    By R.J. Weiss
    October 15, 2025
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