Our Designations & What They Mean

Founding Partner and Producer

We strive to make our experience and dedication converge in order to provide you with unparalleled financial guidance. Nick Weber is distinguished by a suite of prestigious designations (CFP®, CPWA®, AIF®, CRPS®, CEPA®) that underscore our commitment to excellence and set us apart from the competition.

CFP® (CERTIFIED FINANCIAL PLANNERTM)

Our CFP® professionals are rigorously trained to offer comprehensive financial planning, ensuring that every aspect of your financial life is meticulously managed to help you achieve your goals.

CPWA® (Certified Private Wealth Advisor®)

With a focus on high-net-worth individuals, our CPWA® advisors possess specialized knowledge in addressing the complex challenges of wealth management, offering tailored strategies to enhance and preserve your wealth.

AIF® (Accredited Investment Fiduciary®)

As AIF® designees, we adhere to the highest fiduciary standards, providing investment advice that prioritizes your best interests and is grounded in ethical and prudent practices.

CRPS® (Chartered Retirement Plan Specialist®)

Our CRPS® experts are adept at designing and managing retirement plans, helping both employers and employees navigate the intricacies of retirement planning with confidence and clarity.

CEPA® (Certified Exit Planning Advisor®)

CEPA® professionals are equipped to guide business owners through the exit planning process, maximizing the value of your business and ensuring a smooth transition that aligns with your long-term objectives.

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Office Hours

Mon-Fri: 9:00 AM - 5:00 PM

Sat: By Appointment

nick@ironpointpw.com

916-932-4101 ext 16

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