Elizabeth Weber,
CFP®, ChFC® Financial AdvisorMy team strives to bring integrity, transparency, simplicity and confidentiality to the financial planning process, prioritizing our clients and what is in their best interest. We help organize, grow, preserve and transfer clients' wealth in a tailored manner and, together, build a roadmap to guide them on their journey to pursue their dreams and financial goals.
I am a Certified Financial Planner® professional and I have also obtained my Chartered Financial Consultant™ certification. I pursued these designations to serve our clients by increasing my knowledge on topics such as tax strategies, insurance planning and estate considerations. My foundational education consists of a B.S. in aviation business administration from Embry-Riddle Aeronautical University in Prescott, Arizona, along with a Master of Business Administration (MBA). I chose to partner with Raymond James in order to truly serve clients with a fiduciary standard of care, leveraging access to robust wealth products and expertise without corporate interference or quotas.
Outside the office, my top priorities are faith and family. Growing up in the Four Corners area, I particularly enjoy mountain biking, horseback riding and traveling with my husband, Jace, and our son, Tipton.
I look forward to working with you through your financial journey. Please call our office to schedule an introductory session to help ensure your situation aligns with our knowledge and experience.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
