By: Colleen Weber
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By Olivia Weber
When it came time for me to choose a career path, I knew that whatever job I pursued needed to be in line with my passions. Most importantly, I wanted to serve others; to help people in a tangible way and add value to their lives while building lifelong relationships. I had the privilege of witnessing my mother do just that as she helped countless individuals and families create financial strategies that would have a positive impact for generations. Working as a financial advisor provides me with that same opportunity!
I didn’t launch into a financial career immediately, though. My journey has some twists and turns. I started out in the legal field, earning a bachelor’s degree in business and economics from the University of St. Thomas, then going on to obtain my Juris Doctor from the St. Thomas School of Law. I spent a lot of time gaining experience in the areas of estate planning, financial law, and employment law, which planted more seeds for my career change down the road. I passed the bar in 2019 and worked for a regional law firm, focusing on employment, insurance, and litigation.
With a desire to more closely collaborate with clients and proactively help them secure their future, I made a shift and became a financial advisor, joining the team at Colleen Weber CPA, CFP®. I am currently studying for the CERTIFIED FINANCIAL PLANNER™ certification.
My Role Today
As a financial advisor, I combine my legal background and business and economics degree to help my clients prepare for the future and reach their financial goals. Our comprehensive solutions and team approach help our clients navigate the many decisions they face as they plan for their future. My goal is to walk alongside my clients and help them find the financial peace of mind that comes from knowing a caring, objective advisor is watching over their finances and making sure it stays on track.
Why I Love What I Do
There’s nothing more fulfilling than working with hardworking, kind people and celebrating with them when they reach a milestone or enjoy their long-awaited retirement. When a client tells me that they can sleep better at night having offloaded their money worries to me, I know I’m doing my job! My favorite days are the ones where I get to interact with my clients and learn more about them and their families. It’s an honor to give my clients support and help free them to live the life they want.
Now that you know a bit about me, I’d love to hear your story. What are you looking for in a financial advisor? What challenges do you currently face? Book a free introductory meeting online or call us at (952) 470-0750 to learn how we can help you.
Olivia Weber is a financial advisor at Colleen Weber CPA, CFP®, a fee-only financial advisory firm that specializes in serving clients nearing retirement, retirees, busy professionals, and women. Olivia graduated from the University of St. Thomas with a bachelor’s degree in business and economics and earned her Juris Doctor from the St. Thomas School of Law. Her legal background includes estate planning, financial law, and employment law, and in her work as a financial advisor, she combines her knowledge and experience with her dedication to help her clients plan for a secure financial future. Olivia is currently working towards the CERTIFIED FINANCIAL PLANNER™ certification. When she’s not at work, you can find Olivia and her fiancé excitedly planning their fall 2021 wedding! She also loves spoiling her French Bulldog, trying new recipes, and settling into her new home in the southwest Twin Cities suburbs. To learn more about Olivia, connect with her on LinkedIn.