CPA, CFP®, CFA®
Fee-Only financial planner located in Mission, KS, serving a select group of clients locally and across the country
Meet Sandi Weaver
I provide comprehensive financial planning and investment advice on a fee only, no commissions basis. That means I help you on:
- investments (CFAs are professional experts on investments.),
- taxes (CPAs are good at taxes!),
- retirement planning (Some CFPs, including myself, run lots of retirement projections.)
- as well as: employee benefits, estate planning, insurance, cashflow management, and more.
Fee only, no commissions means that I do not sell you investments or insurance that gives me a commission.
There are 2 professional standards in my industry: fiduciary and suitability. I follow the fiduciary standard where I'm required to give you advice based on what's in your best interest (vs what's suitable for you).
I've educated myself (CPA, CFP®, CFA®) so I can provide high quality advice when working with you.
Sandi Weaver 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
Professional Designations & Affiliations
Sandi Weaver is a NAPFA-Registered Financial Advisor
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.
Contact Sandi Weaver
5410 West 61st Place, Suite 100
Mission, KS 66207