Jeff Weber, CFP<sup>&reg;</sup> - Financial Advisor

Jeff Weber, CFP®

CASL®, RICP®

Financial Planner

Wealth Consulting Group

1536 La Mesa Dr.
Burlingame, CA 94010
FINANCIAL ADVISOR'S WEBSITE
(650) 376-6177

General

Jeff Weber is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Consulting Group in Burlingame, CA and the surrounding communities.

Financial Advisor Overview

I offer comprehensive financial planning and asset management services in a non-salesy fashion. I provide holistic planning for my clients which takes into consideration their finances, goals, lifestyle, and ideals.

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Financial Advisor Experience

I have been a financial planner since 2002

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CASL(R), RICP(R), CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources