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Jeff W
CFP®, Series 66
Burlingame, CA
The Wealth Consulting Group
Jeff Weber is a CFP® professional with 23 years of experience in the financial services industry. He is currently with The Wealth Consulting Group and has held prior roles at Titus Wealth Management and LPL Financial. Outside of his advisory work, Weber is also licensed to sell fixed insurance products. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate sponsors, charities, and trusts. The firm employs a tailored investment process utilizing multiple strategies and custodial platforms, and integrates legal-service pathways alongside its advisory offerings.
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