JOSEPH A. WEBER

CFS, CPFA, AIF®

Founder | President

 

As Founder and President 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, Certified Plan Fiduciary Advisor (CPFA) from National Association of Plan Advisors, as well as Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies (fi360).  He is a member of Financial Planning Association (FPA), National Association of Plan Advisors (NAPA), Financial Services Institute (FSI) and XY Planning Network (XYPN).

In 2016, he was recognized as one of two Financial Times Top 401 Retirement Advisors in Arizona.

Outside Interests

 

Joe enjoys spending his time with family, friends, and being outdoors with his dogs Kaiser and Chase.  A sports enthusiast and avid golfer, Joe also enjoys playing softball, attending football games (particularly the Minnesota Vikings).

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© 2019, IFS | Rights Reserved |  Investment advisory services offered through Integrated Financial Solutions, PLLC (IFS), a Registered Investment Advisor. Integrated Financial Solutions, PLLC will only provide investment advisory services in jurisdictions where it is registered as an investment adviser or exempt from registration. Insurance products and services are offered and sold through individually licensed and appointed insurance agents. IFS does not provide legal or tax advice.

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