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Nick Weber

Nick Weber

Registered Representative

Nick Weber holds the Certified Financial Planner™ designation and is a Chartered Retirement Plan Specialist®.   His financial planning career began in 2007.  He has a wealth of experience advising high net worth individuals and corporations, and strives to provide the best possible financial solutions.  He grew up in Folsom and has lived here for the majority of his life.  He received a Bachelor’s Degree in Finance from California State University Sacramento.    

His process is based on sound and proven financial planning principles, and provides his clients advice in which no brokerage company, bank, or insurance company dictates the investments he recommends.  He is an independent financial planner with a strong background in Financial Planning, Insurance, Investment Management and Business Retirement Plans.  He holds FINRA Series 7, 65, 63 & 6 licenses.  CA Insurance license #0F68061 

Nick enjoys golfing, snow sports, maintaining his collection of exotic saltwater fish, and traveling.

BRANCH OFFICE:  1110 Iron Point Road, Suite 160, Folsom, CA  95630

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