CPA, CFP®, CFA®
CPA, CFP®, CFA®
We provide comprehensive financial planning and investment management. WHY US? Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), and Certified Financial Analyst (CFA®) with lower fees on larger portfolios. - Sandi Weaver, CPA, CFP®, CFA®
Fee-Only financial planner, CPA, CFP®, CFA®, lower fees on larger portfolios, serving a select group of clients mostly in Kansas City
Meet Sandi Weaver
Hi! I’m Sandi Weaver, I’m a Certified Financial Planner™ professional and an active member of the Financial Planning Association (FPA). I’ve worked on our Public Awareness Committee in the local FPA chapter since 2009. I write financial planning columns for The Kansas City Star newspaper and online paper. I've appeared on KCUR’s Up-To-Date public radio show to talk money with host Steve Kraske!
I earned the Chartered Financial Analyst designation, which is the pinnacle of designations in the investment field. CFAs master complex studies in portfolio management, quantitative analysis, businesses, stocks, bonds, and economics. I’m a member of the CFA Institute of course. Before starting my own financial planning firm, I cut my teeth working with an investment management firm serving high net worth individuals.
The Missouri Society of CPAs is an excellent resource for me. I'm an active member of our Wealth Management Committee, and have organized our annual wealth management conference for the Society. It’s a wonderful way to "stack the deck” with national experts on areas I want to learn more about.
I graduated magna cum laude from Drake University in Des Moines, Iowa.
I’ve provided expert witness testimony on financial assets in court cases a few times, but those are experiences for the very brave!
My church has an Endowment Committee. I evaluate and monitor the investments in the endowment for the committee. (We use SUSTAINABLE INVESTMENTS for 100% of this portfolio, whereas clients usually opt for 0%, 30%, or 50%.) I've given estate planning presentations to our young couples to setup simple estate plans themselves, and to our middle-agers and seniors with more complicated estate plans. Of course there’s a 2-minute mention about giving to church!
In 1993 I started Financial Security Advisors, a fee-only (no commission) financial planning and investment management firm. I sold my firm in Sep. 2015, and continued with Petrovic Weaver Financial Services as senior advisor until Feb 2019. Now under Weaver Financial, I’m back full circle to what I love, working with others one-on-one to help them make smart financial decisions. Weaver Financial is a boutique firm, working with a limited number of clients.
Start building your financial security. Let us help you make smart financial decisions.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
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 W. 61st Place
Mission, KS 66205