Nick A Weber, CFP, AIF, CRPS

Nick A Weber, CFP, AIF, CRPS

Nick A Weber, CFP®, CRPS®, is located in Folsom CA. He specializes in areas related to IRA Rollovers, Retirement Plans and Asset Management.

Nick holds the Certified Financial Planner™ designation, he is an Accredited Investment Fiduciary® and also a Chartered Retirement Plan Specialist®. His financial planning career began in 2007 where he started at the Life Insurance company MassMutual Financial Group and focused on insurance and investment planning strategies. In 2010 Nick joined the Private Client Group at Wells Fargo Advisors whe

Term vs. Permanent Life Insurance 26/05/2023

Learn the language of life insurance.

Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.

A Home Insurance Claim: To File Or Not To File 24/05/2023

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.

Disability and Your Finances 22/05/2023

A disability could keep you from work and increase costs. How can you protect yourself?

Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Charitable Giving: Smart from the Heart 19/05/2023

Three tips for giving smart from the heart.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?

Insuring Your Business With a Buy/Sell Agreement 17/05/2023

There are ways to protect your business in the event of your death or the death of a partner.

Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.

15/05/2023

Attention Estate Executors: Do you know about the Alternate Valuation Date?

www.nickweberwealth.com

Test Your Estate Strategy Knowledge 12/05/2023

Test your estate strategy knowledge with this short quiz.

Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Does Your Credit Score Affect Your Insurance Rates? 10/05/2023

Your may impact what you pay for auto and home .

Does Your Credit Score Affect Your Insurance Rates? Your credit score may influence how much you pay for auto and home insurance.

Making Sense Of A Home Warranty 08/05/2023

A may make sense, but you need to set proper expectations.

Making Sense Of A Home Warranty Understanding the value of a home warranty.

Monthly Market Insights | May 2023 06/05/2023

Market Update! April saw a tech stock rally despite recession fears and mixed earnings reports. Dow Industrials led with a 2.5% gain, while S&P 500 gained nearly 1.5%, and Nasdaq was flat. In May, the focus is on the Fed's next move, economic data, and bank lending activity. Stay up-to-date with our monthly market report.

Monthly Market Insights | May 2023 Monthly Market Insights | May 2023 U.S. Markets The Dow Jones Industrial Average led, picking up 2.48 percent. The Standard & Poor’s 500 Index rose 1.46 percent, while the Nasdaq Composite was flat (+0.04 percent).1 Rest at the end, not in the middle. Kobe Bryant, 18-time NBA All-Star, winner of f...

A Checklist for When a Spouse or Parent Passes 05/05/2023

This piece presents an overview of fundamental steps to consider when a loved one passes.

A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.

Universal Life Insurance 01/05/2023

Find out whether you are insurable before implementing a strategy using life insurance.

Universal Life Insurance Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Social Media: #NewestBusinessLiabilityRisk 28/04/2023

may be important in growing your company, but it may introduce liability. Is your company protected?

Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Safeguard Your Digital Estate 26/04/2023

If you died, what would happen to your email archives, social profiles, and online accounts?

Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts?

Insuring Your Second Home 21/04/2023

Second homes have unique risks and insuring them is different than a primary home.

Insuring Your Second Home There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

An Overview of Renter’s Insurance 19/04/2023

Renter? Think you’re covered by the owner’s insurance? Do a double check.

An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home.

Qualifying For Medicare Under Age 65 17/04/2023

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

Qualifying For Medicare Under Age 65 You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Fallen Tree Damage—Who Pays? 14/04/2023

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Fallen Tree Damage—Who Pays? Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Disability Income 12/04/2023

What will your family do if you can't earn an income? Here are steps you can take today.

Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Teen Drinking and Your Liability 10/04/2023

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Teen Drinking and Your Liability Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Quarterly Market Insights | Q1 2023 07/04/2023

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector.

Quarterly Market Insights | Q1 2023 Quarterly Market Insights | Q1 2023 U.S. Markets Stocks posted solid gains in the first quarter as investors navigated corporate earnings, shifting monetary signals, and troubles in the banking sector. For the three months ending March 31, the Dow Jones Industrial Average rose 0.38 percent while the...

Four Steps to Valuing an Estate 07/04/2023

There are four basic steps to calculating the value of an estate.

Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Silver Sneakers 101 05/04/2023

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Silver Sneakers 101 Medicare’s popular program, offering free gym membership and health education.

Trends in Charitable Giving 03/04/2023

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Gap Insurance for Leased Cars 31/03/2023

a car? Consider gap to protect against losses that may not be covered by your current policy.

Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

When Do You Need a Will? 29/03/2023

Do you have a will? Is it updated?

When Do You Need a Will? When do you need a will? The answer is easy: Right Now.

The Value of Insuring Against Life’s Risks 27/03/2023

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction.

Problems with Probate 24/03/2023

Many have heard they should avoid probate; do you understand what probate is and how it works?

Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.

Insurance Needs Assessment: For Empty Nesters and Retirees 22/03/2023

Your needs don’t stay the same when the nest empties, but what changes?

Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties?

Understanding the Basics of Medigap Policies 20/03/2023

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Understanding the Basics of Medigap Policies Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Our Story

Nick holds the Certified Financial Planner™ designation, he is an Accredited Investment Fiduciary® and also a Chartered Retirement Plan Specialist®. His financial planning career began in 2007 where he started at the Life Insurance company MassMutual Financial Group and focused on insurance and investment planning strategies. In 2010 Nick joined the Private Client Group at Wells Fargo Advisors where he focused on wealth management, financial planning and business retirement plans. Then in 2013 Nick became an independent financial planner at Iron Point Financial Advisors where he is able to combine all of his experiences to offer a truly comprehensive approach with regards financial planning, wealth management, insurance planning and business retirement plans for his clients. Nick strives to provide his clients with the best possible financial solutions tailored to their specific needs. His process is based on the most current financial planning principles. His attainment of the Accredited Investment Fiduciary credential demonstrates understanding of the Prudent Practices and methodology which truly benefits his clients by providing them advice in which no brokerage company, bank, or insurance company dictates the investments he recommends. Nick received his Bachelor’s Degree in Finance from California State University of Sacramento. He holds FINRA Series 6 & 7, and NASAA 63 & 65 licenses. CA Insurance license #0F68061
Nick lives in El Dorado Hills, California. Nick enjoys traveling, golfing, snow sports, hiking, camping and maintaining his collection of exotic saltwater corals and fish.

Some of the services offered are: Financial Plans, Stocks, Bonds, Mutual Funds, Life Insurance, Disability & Long Term Care Insurance, REITs, Options, 401(k), Rollovers, Roth IRA, SEP IRA, Retirement, College Funding, Employer Benefits, Key Man Insuance and Defined Benefit Plans.

www.nickaweber.com
California Insurance License # 0F68061
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The Investment Fiduciary standard of care applies to advisory services only. Opinions and comments expressed by Facebook Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Securities offered through Securities America, Inc., member FINRA/SIPC. Nick A Weber, CFP®, AIF®, CRPS®, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Iron Point Financial Advisors, Inc., and the Securities America Companies are separate entities. www.finra.org, www.sipc.org

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00