Jake Weber
CFP®
Willow Creek Wealth Management, Inc.
Wealth Advisor
Jake Weber
CFP®
Willow Creek Wealth Management, Inc.
Wealth Advisor
To reach their personal financial goals, investors must be able to look past the daily distractions that blur their long-term view. That’s where I come in, assisting with the important details and helping people block out the rest in pursuit of financial well-being. - Jake Weber, CFP®
Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country
Jake Weber is a Sebastopol, CA fee-only financial planner. Willow Creek Wealth Management, Inc. provides comprehensive financial planning, investment management, and retirement planning to help individuals, families, and businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jake Weber is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jake Weber is a Wealth Advisor at Willow Creek Wealth Management.
I have a passion for financial planning and investment management, and I believe strongly that planning, at any age, is the first step toward making sound financial decisions. As a member of Willow Creek’s Sustainable Investing Committee, I believe strongly that everyone should invest with environmental impact considerations in mind.
Throughout my career in financial services, I have primarily focused on investment management and am experienced with more complex trading strategies. I enjoy deep dives into investment questions and love to "talk shop" with clients who may be more focused on that side of their financial picture.
Prior to joining Willow Creek in 2017, I was a financial consultant with Charles Schwab and an equity and derivatives trader for Schwab’s Active Trader Group. I am involved with several local organizations including The Climate Center, the Redwood Empire Estate Planning Council, and the Financial Planning Association.
ON A PERSONAL NOTE: I grew up in Davis, California, and am now a proud Sonoma County resident. I love hiking, snowboarding in the Sierras, and cheering on my favorite teams at various sports events across the Bay Area.
EDUCATION:
- BA, California State University, Chico
- CERTIFIED FINANCIAL PLANNER™ professional
Jake Weber is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Individuals, families, pension and profit sharing plans, entrepreneurs and charitable organizations have been relying on Willow Creek Wealth Management for their financial needs since 1984.
At Willow Creek Wealth Management, our mission is to help you make the most out of your financial resources. Your wealth provides you with options. We will advise you on choosing the best ones. As a fee-only Registered Investment Advisor, we act on your behalf in a fiduciary manner so our only interest is that you meet your most important goals.
We believe strongly in taking a structured approach to creating and maintaining your financial plan in conjunction with disciplined investment management. Our professionals will help you identify and manage the risks and opportunities that are relevant to your unique goals, circumstances and objectives.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jake Weber is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jake Weber is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Jake Weber
Office Locations:
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825 Gravenstein Hwy N
Suite 5
Sebastopol, CA 95472
