About Us

Start building your financial security.  Let us help you make smart financial decisions.

Who We Are

Sandi Weaver

Hi!  I’m Sandi Weaver, and a CPA, a CFP®, and a CFA®.   

I’m a Certified Financial Planner™ professional and an active member of the Financial Planning Association (FPA).  I’ve worked on our Public Awareness Committee in the local FPA chapter since 2009.  I’ve written for financial planning columns in The Kansas City Star newspaper and online paper.  I’ve appeared on KCUR’s Up-To-Date public radio show to talk money with host Steve Kraske! 

I earned the Chartered Financial Analyst designation, which is the pinnacle of designations in the investment field. CFAs master complex studies in portfolio management, quantitative analysis, businesses, stocks, bonds, and economics. I’m a member of the CFA Institute of course.  Before starting my own financial planning firm, I cut my teeth working with an investment management firm serving high net worth individuals. 

 I’ve long been a member of the Missouri Society of CPAs and an active member of our Wealth Management Committee.  In the past I’ve served as the state chair of the Personal Financial Planning Committee, and as chair of the Financial Planning Committee for the Kansas City Chapter.  I still help organize financial planning conferences for the Society.  It’s a wonderful way to “stack the deck” with national experts on areas I want to learn more about. 

I graduated magna cum laude from Drake University in Des Moines, Iowa. 

Sandi Weaver

CPA, CFP®, CFA®

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Weaver Financial Office

I’ve provided expert witness testimony on financial assets in court cases a few times, but those are experiences for the very brave!   

I’m active on my church’s Endowment Committee, and give two annual presentations: to our young couples to setup simple estate plans themselves, and to our middle-agers and seniors with more complicated estate plans.  Of course there’s a 2-minute mention about giving to church!  

In 1993 I started Financial Security Advisors, a fee-only (no commission) financial planning and investment management firm.  I sold my firm in Sep. 2015, and continued with Petrovic Weaver Financial Services as senior advisor until Feb 2019.   Now under Weaver Financial, I’m back full circle to what I love, working with others one-on-one to help them make smart financial decisions.  Weaver Financial is a boutique firm, working with a limited number of clients. 

Start building your financial security.  Let us help you make smart financial decisions. 

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Contact

Weaver Financial

Office: (913) 871-6151
Fax: (913) 871-6150

[email protected]

Sandi Weaver, Weaver Financial
5410 W. 61st Place, Suite 100

Mission, KS  66205
(Kansas City metro area)