Sandi Weaver (CFA, CFP®, CPA)

Sandi Weaver focuses in the
following client markets or areas of practice:

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

Planning Specialties

Sandi Weaver is a CPA, CFP®, CFA®.  She has earned the Chartered Financial Analyst designation, the pinnacle of designations in the investment field. CFAs master complex studies in portfolio management, quantitative analysis, businesses, stocks, bonds, and economics. She is a member of the CFA Institute, and previously worked with an investment management firm serving high net worth individuals.

She is a member of the Missouri Society of CPAs and an active member of their Wealth Management Committee.  She served as the state chair of their Personal Financial Planning Committee, and as chair of the Financial Planning Committee for the Kansas City Chapter.

She is a Certified Financial Planner™ professional and a member of the Financial Planning Association.  Since 2009 Sandi has contributed to the Public Awareness Committee for the Kansas City FPA chapter.  She is a contributor to The Kansas City Star newspaper's financial columns, and appears on KCUR’s Up-To-Date public radio show on their financial segments.

She graduated magna cum laude from Drake University in Des Moines, Iowa.

She has provided expert witness testimony on financial assets in court cases. 

Sandi started Financial Security Advisors in 1993, a fee-only (no commission) financial planning and investment management firm, continuing until 2015.  She was a senior advisor with Petrovic Weaver Financial Services from 2015 until Feb 2019. 

Details on services and pricing are available on /APS

Additional Information

I am an avid tennis player, always wanting a better serve!  I spend time biking with friends on Cycling Kansas City rides. I enjoy traveling, often incorporating hiking trips here and abroad.  I've long spent time in Florida, some of it working but much of it for play.  Community is important to me; at my church, I'm active on the endowment committee, and give presentations on financial planning and help others with finance questions.  /AAPI

NAPFA Start Date

June 13, 2000

This Office

5410 W 61st Pl Ste 100 Mission, KS 66205-3086 Phone: (913) 871-6151