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:
Sandi's recommendations have appeared in the following publications:
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.
Sandi has spoken on sound investment management and financial planning issues for the following organizations:
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. She is on the Finance Committee, and ushers on Welcome Team #3!, at her church.
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.