Joseph Weber
CFS, AAMS®, CPFA, AIF®
Integrated Financial Solutions, PLLC
Founder | President
Joseph Weber
CFS, AAMS®, CPFA, AIF®
Integrated Financial Solutions, PLLC
Founder | President
Joe focuses on tailored solutions for Business Owners and Executives with specific attention to retirement plan design and implementation. - Joseph Weber, CFS, AAMS®, CPFA, AIF®
Fee-Only financial planner located in Tempe with offices in Mesa, Gold Canyon, AZ. Serving clients locally and across the U.S.
Joseph Weber is a Tempe, AZ fee-only financial planner with offices in Mesa, Gold Canyon; and serving the entire Phoenix area and clients across the country. Integrated Financial Solutions, PLLC (IFS) provides comprehensive financial planning and investment analysis to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joseph Weber is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Joseph Weber, CFS, AAMS®, CPFA, AIF® is a fee-only financial planner based in Tempe, AZ with over 19 years of experience in financial planning and investment management. Joe is a fiduciary and founder of Integrated Financial Solutions, PLLC (IFS). He works with a wide range of clients, businesses and individuals/families, throughout the US to help identifying and pursuing their goals.
Prior to becoming a financial planner, Joe worked at a local CPA firm in Mesa, AZ. That experience helps him look at your plan and investments more efficiently, and to be more tax conscious of any actions. In 2016, Joe was honored to be one of Financial Times Top 401 Retirement Advisors in the country.
- Certified Funds Specialist – CFS®
- Accredited Asset Management Specialist – AAMS®
- Certified Plan Fiduciary Advisor – CPFA®
- Accredited Investment Fiduciary – AIF®
- Over 19 years of financial planning experience
IFS offers numerous cost effective solutions for our clients and always acting in our clients' interest.
Joseph 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.
Integrated Financial Solutions, PLLC (IFS) is an independent financial advisory firm which allows us to steer clear of any conflicts of interest that may arise when a firm is owned by a company that has a proprietary product-based solution and quotas. We serve as a fiduciary for our clients, acting in a professional capacity of competence and trust while delivering honest counsel to our clients. Since 2008, IFS has been helping people solve their financial and retirement planning puzzles. We strive to integrate the latest technology solutions to ensure the most efficient delivery of information to our clients.
IFS is an Independent Fee Only Financial Planning Firm meaning we act in a Fiduciary capaicty putting our clients needs first. Whether your concerns involve investments, taxes, retirement, estate planning, insurance or charitable/ education planning, we know how to ask the right questions and facilitate solutions tailored to you. We see this foundational approach as integral to creating trusting and long-lasting relationships with our clients, as it is one of many ways we fulfill our fiduciary responsibility to you.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We have multiple office's in Arizona including Mesa, Tempe, and Gold Canyon; but we service clients locally and across the country. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- 401k Solutions
- College Education Planning
Ideal Clients
- Business Owners and Executives
- Retirees and Near Retirees
- Companies needing 401k Assistance
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Joseph Weber is a NAPFA Associate MemberThe 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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Joseph Weber is a Certified Fund Specialist (CFS)A Certified Fund Specialist (CFS) is a certification indicating an individual's expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. The CFS designation does not license individuals to buy or sell mutual funds; however, in many cases Certified Fund Specialists do have this license, which enables them to buy and sell the funds for their clients.
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Joseph Weber is an Accredited Asset Management Specialist
Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
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Joseph Weber is a Certified Plan Fiduciary Advisor (CPFA)The Certified Plan Fiduciary Advisor (CPFA) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates a financial advisor's knowledge, expertise and commitment to working with retirement plans.
Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
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Joseph Weber is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Joseph Weber is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Joseph Weber is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Joseph Weber is Quoted in MarketWatch: "The financial advice business was attracting young professionals. Then the coronavirus pandemic hit"
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Joseph Weber is Quoted on NerdWallet.com: "5 Pieces of Investment Advice for Real People"
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Joseph Weber is Quoted in the Wall Street Journal: "Should You Tap Retirement Funds in a Crisis? Increasingly, People Say Yes."
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Joseph Weber is Quoted on CNN.com: "How to develop (and stick with) your 2019 investment strategy"
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Joseph Weber is Quoted in NAPFA Advisor: "Navigating the constant flux of legislation and regulations"
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Joseph Weber is Quoted in Investor's Business Daily: "Small Business Software: Which Is Best For Financial Advisors?"
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Joseph Weber is a Member of the Financial Services Institute
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Joseph Weber is a Member of GET Phoenix Young Professionals
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Joseph Weber Was Named One of Financial Times 401 Top Retirement Plan Advisers (2016)
Contact Joseph Weber
Office Locations:
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By Appointment
Tempe, AZ 85282 -
7115 E. Baseline Rd.
Suite 110
Mesa, AZ 85209 -
6268 S. Kings Ranch Rd
Suite 1
Gold Canyon, AZ 85218
