Sandi Weaver (CFA, CFP®, CPA)

Sandi Weaver focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Socially Responsible Investments

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Weaver Financial serves high net worth clients with larger portfolios. Our clients get on-going investment management usually composed of a core group of investments, mostly ETFs and mutual funds, mostly institutional classes. Sometimes older investments are retained and monitored. We report on expenses paid, performance, current holdings, current tax status at our meetings.

We review our clients’ tax returns annually, recommend strategies that could benefit them, and work with their CPAs to possibly take advantage of additional deductions or deferrals. As a CPA, I hate to miss a smart strategy we could use.

Clients always want to know how much they can spend in retirement, on special purchases and more. Our meetings with retirement projections are detailed and explore many options in our clients’ lives. Retirement scenarios are used continually, not just once. We analyze how to maximize social security.

We work on our clients’ estate planning, college planning, employee benefits, cashflow, insurance, interfacing with their advisers as directed.

Sustainable investing is incorporated in the portfolios of a third of our clients. We’ve long specialized in these, and use research to quantify the impact on performance, if any, so clients can better make their decisions on how much to invest with this approach.

We tend to work more with engineers, accountants, “detailed” types, and women decision-makers. Most of our clients are in their 50’s or older, planning for retirement or already retired, both couples and singles. We purposely work for a smaller set of clients than the typical firm. We schedule two in depth meetings each year, more if needed. We work for clients throughout the year, responding to questions and investment market changes.

Details on services and pricing are available on WeaverFinancialPlanning.com. /APS

Additional Information

Sandi Weaver is a CPA, CFP®, CFA®. She has earned the Chartered Financial Analyst designation, the pinnacle of designations in the investment field. CFAs master complex studies in portfolio management, quantitative analysis, businesses, stocks, bonds, and economics. She is a member of the CFA Institute, and previously worked with an investment management firm serving high net worth individuals.

She is a member of the Missouri Society of CPAs and an active member of their Wealth Management Committee. She served as the state chair of their Personal Financial Planning Committee, and as chair of the Financial Planning Committee for the Kansas City Chapter.

She is a Certified Financial Planner™ professional and a member of the Financial Planning Association. Since 2009 Sandi has contributed to the Public Awareness Committee for the Kansas City FPA chapter. She is a contributor to The Kansas City Star newspaper's financial columns, and appears on KCUR’s Up-To-Date public radio show on their financial segments.

She graduated magna cum laude from Drake University in Des Moines, Iowa. She has provided expert witness testimony on financial assets in court cases.

Sandi started Financial Security Advisors in 1993, a fee-only (no commission) financial planning and investment management firm, continuing until 2015. She was a senior advisor with Petrovic Weaver Financial Services from 2015 until Feb 2019.

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