Renée Weese
CFP®, MBA
Nora Wealth Advisors, LLC
Founder & Managing Member
Renée Weese
CFP®, MBA
Nora Wealth Advisors, LLC
Founder & Managing Member
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Renée Weese, CFP®, MBA
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Renee Weese is an Atlanta, GA fee-only financial planner. Nora Wealth Advisors, LLC provides comprehensive and objective financial planning and investment management to help individuals, couples, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Renee Weese is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Renee Weese founded Nora Wealth after 10 years as a financial consultant. Prior to being a Financial Advisor, she served at Hartford Financial for 20 years, becoming Division President.
Renee works closely with clients building comprehensive financial plans and managing their investments. She brings not only her industry experience into the relationship, but also her own insights from having personally experienced many transitions and challenges that her clients also face.
Earning her MBA from Emory University’s Goizueta Business School and her Financial Planning Certificate from Boston University’s Institute of Finance, Renee then earned her CERTIFIED FINANCIAL PLANNER™ designation.
Renee works with Individuals & Families to help plan for their long-term financial goals. She also helps Business Owners design retirement plans and educational programs for their employees. Her passion is serving Executive Women by helping them to manage their finances and career trajectories.
Specialties: Couple dynamics in financial planning, goals based financial planning, career transition planning, business succession planning, retirement plans and executive benefits
Renée Weese 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.
Nora Wealth is a full service financial planning and investment advisory firm, working with individuals, couples and business owners to navigate and integrate their financial matters into solid financial strategies. We bring behavioral finance into financial planning to strengthen communication around money. As a fee-only advisory firm, we take a written fiduciary oath to serve the best interests of each client at all times.
At Nora Wealth, we believe in the balance between life and money, between personal belief and pragmatic financial planning and investments. We help you set financial goals based on personal challenges and unique life circumstances, then we play an active role in helping to achieve the financial milestones that will support a truly fulfilling life, taking advantage of the right financial vehicles along the way. We help to align your dreams with your means; we help you build wealth your way.
We are fee-only advisors who have taken the fiduciary oath, and we take the time to understand unique life circumstances at the beginning of the client relationship. We then carry those unique qualities through financial planning and into actions and investments. We take no kickbacks or incentives, so you know our advice is 100% designed for you. Our vision is to provide a holistic, client-focused alternative you can trust — we believe this is the right way to do business. Nora Wealth ensures that your best interest becomes our best interest. That is the power of the Nora Wealth principle.
Learn more at https://www.norawealth.com
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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Renee Weese is a NAPFA-Registered Financial AdvisorThe 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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Renée Weese 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.
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Renée Weese is Featured in Midtown Lifestyle as a Winner of Best of Midtown: Financial Planning
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Renée Weese is Authored an Article for the Atlanta Business Chronicle: "Will I have enough for the future?"
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Renée Weese is Quoted on Midtown Lifestyle: "The Ins and Outs of Charitable Donations: Using Your Heart and Mind to Give Smartly"
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Renée Weese Contributed to Midtown Lifestyle: "Financial Health and Wellness"
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Renee Weese Speaks with Pam Krueger at the Advisor Thought Leader Summit 2019
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Advisor Thought Leader Renee Weese Shares Insights at University of Chicago Gleacher Center, November 2018
Contact Renée Weese
Office Locations:
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1201 Peachtree St NE
Building 400, Suite 100
Atlanta, GA 30361
