Sandi Weaver, CFP<sup>&reg;</sup> - Financial Advisor

Sandi Weaver, CFP®

CPA, CFA

financial planner

Weaver Financial

5410 West 61st Place, Suite 100
Mission, 66205
(913) 871-6151 CONNECT WITH Sandi
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General

Sandi Weaver is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Weaver Financial in Mission, and the surrounding communities.

Financial Advisor Overview

I provide comprehensive financial planning and investment advice on a fee only, no commissions, hourly basis.
 
That means I help clients on:
 
Investments;
Tax strategies you can use;
Your retirement planning and projections;
Estate planning;
Maximizing corporate benefits;
Insurance;
Cashflow management;
 
Fees are competitive.
 
I use the fiduciary duty to clients, which means I am ethically required to make recommendations which are in clients' best interest. The fiduciary standard is the highest of the two standards of care in our profession.
 

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Financial Advisor Experience

Sandi Weaver is Certified Financial Planner™ certificant. She has over 20 years of experience.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Long-term Care, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources