Integrated Financial Solutions, PLLC

CONNECT

Address:

Phone:

480-634-1111 Toll Free: 855-ASK-4IFS

Fax/Other:

480-634-1360

Joseph A. Weber, CFS, AAMS CPFA

Joseph A. Weber, CFS, AAMS CPFA

President

Executive Biography

 

As President Wealth Management Services of Integrated Financial Solutions; Joe focuses on tailored solutions for Business Owners and Executives with specific attention to retirement plan design and implementation.  He works closely with plan sponsors to assure the retirement plan design selected fits their business’s unique needs.  Today’s plan sponsors and fiduciaries are faced with many challenges.  Laws and regulation changes, lack of fee transparency, conflicts of interests; Integrated Financial Solutions tries to bring clarity and provides independent guidance resulting in an integrated approach.

During his career, Joe has earned the Certified Fund Specialist (CFS) from The Institute of Business and Finance, Accredited Asset management Specialist, (AAMS®) from the College for Financial Planning, as well as Certified Plan Fiduciary Advisor (CPFA) from National Association of Plan Advisors.  He is a member of Financial Planning Association (FPA), National Association of Plan Advisors (NAPA), and is also a perennial achiever of the distinguished industry award of Million Dollar Round Table (MDRT).

Outside Interests-

Joe enjoys spending his time with family, friends, and being outdoors with his dog Kaiser.  A sports enthusiast and avid golfer, Joe also enjoys playing softball, attending football games (particularly the Minnesota Vikings).  Joe followed the Arizona Cardinals to the 2008 Super Bowl in Tampa Bay, FL.  He also attended the 2009 NFC Championship Game in New Orleans to watch the Minnesota Vikings.

 

Phone 480-634-1111
Fax 480-634-1360