Nick Weber, Certified Wealth Planning Advisor
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About Nick
Nick Weber
email: NICK@IRONPOINTADVISORS.COM
tel: (916) 932-4101
web: www.sacretire.com
As the Wealth Manager at our firm, I specialize in managing assets and crafting wealth strategies tailored to meet my clients’ needs. My primary responsibilities include overseeing wealth strategies, managing retirement plans like 401(k)s, conducting financial planning, and meeting with clients to simplify their financial lives, especially when it comes to retirement planning. I take pride in my ability to build comprehensive strategies and portfolios that align with these strategies’ mandates.
Since 2007, I’ve been immersed in the financial services industry, gaining valuable experience and insights along the way. My journey began after earning a Bachelor of Science degree in Business Administration Finance from California State University, Sacramento. Over the years, I’ve obtained several designations and accreditations, including life and health insurance licenses, the Series 6, 63, 65, and 7 securities licenses, the Chartered Retirement Plans Specialist℠ (CRPS), the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Accredited Investment Fiduciary® (AIF®) designation, the Certified Private Wealth Advisor® (CPWA®) designation, and the Certified Exit Planning Advisor® (CEPA®) certification. These credentials have equipped me with the expertise needed to navigate the complexities of wealth management.
Before joining our firm, I worked at MassMutual Financial Group and the Private Client Group of Wells Fargo Advisors, experiences that have shaped my approach to client service. I’m motivated by the opportunity to build strategies and portfolios that not only grow wealth but also provide financial security. The most rewarding aspect of my job is the chance to substantially improve someone’s financial life and help them achieve their financial goals.
I firmly believe that the greatest value I can offer my clients is the efficiency and growth of their assets, coupled with asset protection with the goal to ensure financial security. As a native of Folsom, I currently reside in El Dorado Hills with my wife, Ali, and our two daughters, Morgan and Quinn. In my free time, I enjoy maintaining my saltwater reef aquarium, traveling, snorkeling, golfing, snowboarding, and embarking on new adventures. I have a passion for promoting financial literacy among high school students and aspire to help save coral reefs and their precious ecosystems. My work and personal interests are driven by a commitment to making a positive impact, both financially and environmentally.
