Colleen Weber, CPA CFP
Hi! A little bit
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
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.