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