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Colleen Weber, CPA CFP

Hi!  A little bit about me:

I started in Financial Planning in 1998.  I worked in corporate america prior to starting my practice.  I have always enjoyed all things financial, investing, and taxes.  I know, I'm a financial nerd.  :)

 

I have always wanted to help people by guiding them through their financial journey.  For a long-time, the only way to do this was to sell investments with very little financial planning or strategies involved.  I knew i wanted to provide objective advice in the best interests of the client.  I wanted financial planning strategies to be the center of my client services.

 

In 1998, I came upon the business practice of fee-only financial planning.  Finally! - a practice model that could provide clients with objective advice.  And the rest is history, as they say.

 

Today, I work with families guiding them through their retirement journey.  I enjoy the long-term relationships with my clients and providing them truly personal financial planning. 

 

I do have a life outside of work as well!  I live in Eden Prairie MN with my husband and 3 (almost-adult) children.  As a very active family; we enjoy Minnesota Wild hockey, all 4 seasons in Minnesota, and our two (clown-like) Boston Terriers.  

 
 




 


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