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
Learn the language of life insurance.
Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.
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.
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.
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?
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.
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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.
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.
A may make sense, but you need to set proper expectations.
Making Sense Of A Home Warranty Understanding the value of a home warranty.
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...
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Find out whether you are insurable before implementing a strategy using life insurance.
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may be important in growing your company, but it may introduce liability. Is your company protected?
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If you died, what would happen to your email archives, social profiles, and online accounts?
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Second homes have unique risks and insuring them is different than a primary home.
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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:
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Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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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.
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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...
There are four basic steps to calculating the value of an estate.
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Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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a car? Consider gap to protect against losses that may not be covered by your current policy.
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Do you have a will? Is it updated?
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The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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Many have heard they should avoid probate; do you understand what probate is and how it works?
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Your needs don’t stay the same when the nest empties, but what changes?
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Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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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
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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 |