Colleen Weber (CFP®, CPA®)

Colleen Weber focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

I work with a wide range of clients, including busy professionals, women, pre-retirees, and retirees. Regardless of their age or career, my clients share a commonality: they seek the value of a fee-only advisor, and they understand the benefit they receive as a result.

My clients are hard-working professionals who are good at saving and spending. They understand the importance of balancing the requirements of the future retirement and living today. They are willing and interested in working with an advisor to help them manage and coordinate the financial pieces of their lives.

Additional Information

Colleen Weber is a fee-only financial advisor, CERTIFIED FINANCIAL PLANNER™ professional, and CPA with more than 15 years of financial planning experience. Providing comprehensive financial planning and wealth management, she specializes in serving clients nearing retirement, retirees, busy professionals, and women. She is passionate about developing financial plans that save clients on taxes, and investment strategies that help them pursue their goals. Learn more about Colleen by connecting with her on LinkedIn or booking a complimentary phone call meeting.

 

NAPFA Start Date

September 09, 2005

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This Office

470 W 78th St Ste 210 Chanhassen, MN 55317-4525 Phone: (952) 470-0750 Fax: (952) 470-8424