Colleen Weber CPA, CFP LLC
Firm Mission
As an independent financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years of experience, I aim to use my knowledge and experience to help my clients save money in taxes, simplify their financial life and enjoy peace of mind knowing someone is watching out for them.
Firm Process
Every person’s financial situations and goals are unique, and therefore they deserve a personalized approach to planning and investing. Through my customized personal approach, I listen, evaluate, and create individualized solutions for clients with objectivity and high ethical standards.
I also recognize that financial planning and investing is an ever-evolving process. Investment objectives can change over time, so I provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or protecting assets for future generations, I seek to provide the financial planning resources and ongoing management necessary to help you continuously work toward your goals.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.