Nick A Weber, CFP®, CPWA®, AIF®, CRPS®, CEPA® 

While managing money for my clients, I like many other advisors started offloading the responsibility of managing my client's money to third-party money managers because I thought the "experts could do a better job than me"... However as time went on, I noticed discrepancies with my investment expectations and the performance I was seeing. This led me to start focusing more on managing my client's assets, but realizing I needed a repeatable process. Over the years of refining my process and with the help of my fellow advisors at Iron Point Financial Advisors, we created an investment policy statement that outlines our stringent investment selection criteria with the goal of creating models that select funds with a very strong track record of risk-adjusted returns to give us the confidence in portfolios that we could stand behind. Since most advisors were doing a version of this, we decided to create the most comprehensive version we could to give us and our fellow advisors confidence in a strategy that aligns with our own convictions. We promise to never "sell out" and recommend a fund that doesn't meet our criteria and will repeat our process semiannually to make sure we have the best funds we can find and give them 6 months to perform before rescreening.

My journey in the financial services industry began in 2007, following my graduation with a Bachelor of Science degree in Business Administration Finance from California State University, Sacramento. Over the years, I've had the privilege of gaining valuable insights and experience, and I've earned several key designations, including the Chartered Retirement Plans Specialist℠ (CRPS), CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor® (CEPA®). These credentials, along with my life and health insurance licenses and securities licenses (Series 6, 63, 65, and 7), equip me with the expertise to navigate the complexities of wealth management.

I believe that the greatest value I can offer is the efficient growth and protection of my clients' assets, ensuring their financial well-being. As a native of Folsom, I currently reside in El Dorado Hills with my wife, Ali, and our two daughters, Morgan and Quinn. Outside of work, I enjoy exploring saltwater reef aquariums, traveling, snorkeling, golfing, snowboarding, and embarking on new adventures. I'm passionate about promoting financial literacy among high school students and am committed to supporting efforts to save coral reefs and their ecosystems. My professional and personal pursuits are driven by a commitment to making a positive impact, both financially and environmentally.