Christopher Weber, Cfp®, Chfc®, Msba Email & Phone Number
Who is Christopher Weber, Cfp®, Chfc®, Msba? Overview
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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.
Email format at Cetera Financial Group
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About Christopher Weber, Cfp®, Chfc®, Msba
Christopher Weber, Cfp®, Chfc®, Msba is a Senior Investment Solutions Manager at Cetera Financial Group.
Christopher Weber, Cfp®, Chfc®, Msba's current company
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Christopher Weber, Cfp®, Chfc®, Msba work experience
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Senior Advisory Sales Consultant
Current
Pas & Ria Services Manager
Lead Advisory Consultant
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.
Operations Specialist
Client Relations
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.
Paraplanner
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.
Colleagues at Cetera Financial Group
Other employees you can reach at cetera.com. View company contacts for 1744 employees →
Manu Gondi
Colleague at Cetera Financial Group
Detroit Metropolitan Area, United States, United States
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LD
Lynnly Damm
Colleague at Cetera Financial Group
Greater Minneapolis-St. Paul Area, United States
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JS
John Shutowick
Colleague at Cetera Financial Group
Pompano Beach, Florida, United States, United States
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DU
Dan Umansky, Cws®, Aif®
Colleague at Cetera Financial Group
San Diego, California, United States, United States
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PA
Pravallika A
Colleague at Cetera Financial Group
Los Angeles Metropolitan Area, United States, United States
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PK
Paul Kern
Colleague at Cetera Financial Group
St Cloud, Minnesota, United States, United States
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LG
Logan Galli,Cpwa®, Cima®
Colleague at Cetera Financial Group
San Diego, California, United States, United States
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SW
Stephanie Warywoda
Colleague at Cetera Financial Group
Clive, Iowa, United States, United States
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CS
Chanum Saura
Colleague at Cetera Financial Group
Dallas-Fort Worth Metroplex, United States
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SB
Sennen Bubb
Colleague at Cetera Financial Group
Atlanta Metropolitan Area, United States, United States
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Christopher Weber, Cfp®, Chfc®, Msba education
Master Of Science - Ms, Financial And Tax Planning
Bachelor'S Degree, Business Administration And Management, General
Executive Financial Planner Advanced Certificate
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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