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 a Atlanta, GA fee-only financial planner. Nora Wealth Advisors, LLC provides comprehensive and objective financial planning and investment management to help clients 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.
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
At Nora Wealth, we work 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.
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
-
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.
-
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.
Contact Renée Weese
Office Locations:
-
1075 Peachtree St NE
Ste 3650
Atlanta, GA 30309