Christopher Weber, Cfp®, Chfc®, Msba
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Christopher Weber, Cfp®, Chfc®, Msba Email & Phone Number

Senior Investment Solutions Manager at Cetera Financial Group
Location: San Diego, California, United States 7 work roles 3 schools
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Current company
Role
Senior Investment Solutions Manager
Location
San Diego, California, United States
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Who is Christopher Weber, Cfp®, Chfc®, Msba? Overview

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Quick answer

Christopher Weber, Cfp®, Chfc®, Msba is listed as Senior Investment Solutions Manager at Cetera Financial Group, a company with 1744 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Christopher Weber, Cfp®, Chfc®, Msba.

Christopher Weber, Cfp®, Chfc®, Msba previously worked as Senior Advisory Sales Consultant at Independent Financial Group, Llc and PAS & RIA Services Manager at Cetera Financial Group. Christopher Weber, Cfp®, Chfc®, Msba holds Master Of Science - Ms, Financial And Tax Planning from San Diego State University.

Company email context

Email format at Cetera Financial Group

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Cetera Financial Group

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Profile bio

About Christopher Weber, Cfp®, Chfc®, Msba

Christopher Weber, Cfp®, Chfc®, Msba is a Senior Investment Solutions Manager at Cetera Financial Group.

Current workplace

Christopher Weber, Cfp®, Chfc®, Msba's current company

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Cetera Financial Group
Cetera Financial Group
Senior Investment Solutions Manager
San Diego, CA, US
Website
Employees
1744
AeroLeads page
7 roles

Christopher Weber, Cfp®, Chfc®, Msba work experience

A career timeline built from the work history available for this profile.

Lead Advisory Consultant

San Diego, California, United States

Define Advisor segmentation model by targeting potential fee-based conversion opportunities (e.g. brokerage to advisory, direct business mutual funds to advisory) and creating and executing specific sales campaigns to drive sales. Identify and develop strategies that help IFG Advisor offices make greater use of IFG's advisory solutions including.

Jun 2015 - May 2022

Client Relations

San Diego, California, United States

Served as the primary point of contact for a large number of high-net-worth clients, while responsible for building and maintaining strong relationships.Responsible for firm’s operational and procedural matters including new account establishment, asset movements requests, maintenance and terminations, investment reallocations and all other operational.

Jun 2010 - Jun 2014

Paraplanner

San Diego, California, United States

Prepared all deliverable financial reports (e.g. asset and cash flow analysis, net worth statements, Monte Carlo analysis, investment performance) by collecting, analyzing, summarizing and presenting the data to the Managing Directors to help streamline client meetings.Maintained a working knowledge of the complete line of products and services offered and.

Jun 2007 - Jun 2014
Team & coworkers

Colleagues at Cetera Financial Group

Other employees you can reach at cetera.com. View company contacts for 1744 employees →

3 education records

Christopher Weber, Cfp®, Chfc®, Msba education

FAQ

Frequently asked questions about Christopher Weber, Cfp®, Chfc®, Msba

Quick answers generated from the profile data available on this page.

What company does Christopher Weber, Cfp®, Chfc®, Msba work for?

Christopher Weber, Cfp®, Chfc®, Msba works for Cetera Financial Group.

What is Christopher Weber, Cfp®, Chfc®, Msba's role at Cetera Financial Group?

Christopher Weber, Cfp®, Chfc®, Msba is listed as Senior Investment Solutions Manager at Cetera Financial Group.

Where is Christopher Weber, Cfp®, Chfc®, Msba based?

Christopher Weber, Cfp®, Chfc®, Msba is based in San Diego, California, United States while working with Cetera Financial Group.

What companies has Christopher Weber, Cfp®, Chfc®, Msba worked for?

Christopher Weber, Cfp®, Chfc®, Msba has worked for Cetera Financial Group, Independent Financial Group, Llc, Global Wealth Partners Inc, and Metlife.

Who are Christopher Weber, Cfp®, Chfc®, Msba's colleagues at Cetera Financial Group?

Christopher Weber, Cfp®, Chfc®, Msba's colleagues at Cetera Financial Group include Manu Gondi, Lynnly Damm, John Shutowick, Dan Umansky, Cws®, Aif®, and Pravallika A.

How can I contact Christopher Weber, Cfp®, Chfc®, Msba?

You can use AeroLeads to view verified contact signals for Christopher Weber, Cfp®, Chfc®, Msba at Cetera Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Christopher Weber, Cfp®, Chfc®, Msba attend?

Christopher Weber, Cfp®, Chfc®, Msba holds Master Of Science - Ms, Financial And Tax Planning from San Diego State University.

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