Curt  Weil,  CFP<sup>&reg;</sup> - Financial Advisor

Curt Weil, CFP®


Weil Capital Management

867 Lincoln Ave
Palo Alto, CA 94301
(650) 814-2893


Curt Weil is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Weil Capital Management in Palo Alto, CA and the surrounding communities.

Financial Advisor Overview

Semi-retired, doing mostly pro-bono financial planning


Financial Advisor Experience

45+ years as a stockbroker, financial planner, investment advisor; founder of a fee-only firm. Served on national boards of Financial Planning Association and Foundation for Financial Planning; volunteer with CFP Board of Standards; 35 years of teaching financial planning with University of California, Santa Cruz.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications


Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances


Helpful Financial Planning Resources