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Alyssa Weinberger, CPA, CFP®
President, Lido Consulting
Alyssa Weinberger

ALYSSA WEINBERGER joined Lido Advisors in 2003. She is the firm’s second longest tenured employee and was the firm’s first female partner. She previously ran Lido’s Operations and Marketing team, which led to her current roles as Senior Managing Director/Chief People Officer and serves as President of Lido Consulting, a related firm focused on the Family Office industry. Alyssa is a third generation licensed Certified Public Accountant (CPA) who started out her career at Rothstein Kass & Co. (now KPMG) where she performed audits, prepared tax returns and provided back-office services for numerous hedge funds. Today, as a CERTIFIED FINANCIAL PLANNER™, Alyssa works closely with family offices, high net-worth individuals, and entrepreneurs. Her objective is to not only help her clients meet their goals, but to do so with a transparent, collaborative, and process-driven approach through consistent and frequent communication.

Alyssa is truly passionate when it comes to curating relationships and connecting the right people. In 2005, she created the Annual Lido Consulting Family Office Investment Symposium, a premiere national event in the family office industry, where she brings likeminded ultra-high net worth families together to share best practices. In 2011, Alyssa in conjunction with the Graduate School at Pepperdine University helped create the certificate in Financial Management for the Family Office program. In 2020, she also created and produced “Lido Live,” a monthly educational webinar series focused on the family office and high net-worth investor. In 2019 she was honored by the LA Business Journal as one of the “40 in their 40’s” and in 2020, 2021, and 2022 as one of the “Leaders of Influence: Wealth Managers” and in 2023 as one of the “Women of Influence: Finance.” Alyssa is committed to strategically helping families continue their legacy while simultaneously running her own family. Alyssa is also extremely philanthropic, both with financial support but with her time as well. She enjoys working with medical focused organizations as well as organizations that benefit the youth. She is currently on the Board of Directors of C5LA and is active with the City of Hope Board of Governors.

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