Our Owner

Female Financial Advisor, Chartered Financial Analyst® and Certified Financial Planner™

Sandi Weaver, president.  Click here to see her video "Active In The Community".

Sandi Weaver, CPA, is a Certified Financial Planner™ certificant, and has worked in the industry since 1987. Sandi has earned the Chartered Financial Analyst® designation, which is the benchmark of professionals in the investment field. CFA® charterholders master complex studies in portfolio management, quantitative analysis, businesses, stocks, bonds, and economics. The CFA® designation is often required for managers of mutual funds, research analysts on Wall Street, and institutional money managers.

Sandi is one of 18,742 female financial advisors who have earned the Chartered Financial Analyst® designation. Nineteen percent of all CFA® charterholders are women as of May 2012 according to the CFA Institute.

Sandi has built a company around the principles of trust and honesty.  She has, with the help of her team, built a business with the mission of using a fiduciary approach for clients. What is in the client’s best interest?

Sandi's professional affiliations include:

  • The National Association of Personal Financial Advisors, a select group of fee-only advisors. This association grants membership only after approving the work of professionals demonstrating expertise in comprehensive financial planning.
  • The Financial Planning Association, Kansas City chapter.
  • The Missouri Society of CPAs. She has served as State Chairman of Personal Financial Planning for the Society, as well as chairman of Personal Financial Planning for the Kansas City Chapter. She has also served as President of the 1,800-member Kansas City Chapter.
  • The CFA® Institute.

Publications and Appearances

Sandi's recommendations have appeared in the following publications:

  • The Asset - Missouri's statewide journal for CPA's
  • CPA Journals for Tennessee, Oregon and Arizona
  • Consumer's Digest's Your Money national magazine
  • Kansas City Business Journal
  • Thinking Bigger Business Magazine
  • Kansas City Star's Money Matters, regular contributor

Her financial advice has aired on KCUR'S Central Standard Radio Show, regular contributor, WDAF's Prime News and Good Morning shows, KSHB's TV-41 News and KMBC TV-9's Community Affairs. She has provided expert witness testimony on financial assets in court cases.

Presentations 

Sandi has spoken on sound investment management and financial planning issues for the following organizations:

  • Kansas City Chapter of the Missouri Society of CPAs
  • Central Missouri Chapter of the Missouri Society of CPAs
  • Institute of Management Accountants - Kansas City Chapter
  • USDA Graduate School Mid Career Retirement Planning Seminar
  • Kansas Small Business Resource Conference
  • Greater Kansas City Chapter of Women Life Underwriters Confederation
  • American Association of Institutional Investors - Kansas City Chapter
  • St. Mary's College, Leavenworth, Kansas - Alumni Forum
  • The Women's Center at the University of Missouri - Kansas City
  • Mid America Association of Nursing Administrators
  • Chi Omega Alumnae Sorority

Community Service 

Sandi spends some of her spare time serving in the community. Her activities have included serving on the Foundation Board of the Metropolitan Lutheran Ministry, and on Harvesters' Investment Committee.  Harvesters organizes programs to feed the poor in Kansas City, Missouri. She is a former member of the Kansas Women's Business Center Roundtable, an organization of women business owners.

To learn more about Sandi or to speak with a female financial advisor, please contact us.

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.