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Kathleen L. Weber
Kathleen L. Weber, CFP®, CIMA®
Consulting Group
Director - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
500 108th Avenue NE
Suite 1900
Bellevue, WA 98004
tel: 425-451-3320
toll free: 800-328-2802
fax: 425-453-5802
Email Me
Welcome Associations Education Honors Services Experience
Welcome

We work with professionals and retirees to help them attain the secure lifestyle they need in these times of massive uncertainty.  Our clients have entrusted us with a wide range of their financial issues. We hope that gives them the confidence to spend time on the work they enjoy and with the people they love. 

In over 25 years in practice, we have developed and refined a multi-step wealth management process.  We listen intently and thoroughly to your dreams and fears.  We address investment management, wealth transfer and charitable goals.  We have assembled a team of experts in an ongoing process of working with a few families where we can have a huge positive impact.

We are happy to have a conversation, sit down with you, and explore the possibility of working together.

Associations
  • East King County Estate Planning Council
    Member
    Bellevue, WA
  • Seattle Philanthropic Advisor's Network - Member
  • Washington Women's Foundation - Member
    Seattle, WA
  • World Affaris Council - Member
  • Kappa Kappa Gamma - Member
  • Fare Start - Supporter
  • CARE - Supporter
  • Medina Children's Services - Supporter
    Past Board Member
    Seattle, WA
  • Washington CASH - Supporter
    Past Board Member
  • Holy Names Academy Supporter
  • Eastside Prep School - Board Member
Education and Licensing
  • BA - Art History, 1982
    University of Washington
    Seattle, WA
  • CERTIFIED FINANCIAL PLANNER™, 1987 - present
  • Certified Investment Management AnalystSM,
    2003 Wharton School of Business
    University of Pennsylvania
    Philadelphia, PA
  • Financial Planning Specialist Designation
  • Series 7 - General Securities License
  • Series 63 - Uniform State Registration
  • Series 66 - Combined Investment
    Advisory Agent and State Registration.
  • Life, Health & Variable Annuity Insurance Licensed
  • Long Term Care Insurance Licensed
Honors and Recognitions
  • Director's Council - Smith Barney, 2002-2009
  • Director's Advisory Group, 2006 - 2008
  • Selected as a FIVE STAR Best in Client Satisfaction Wealth Manager by Seattle Magazine, 2007, 2008, 2009
  • Recognized by Barron's Financial Magazine as One of the "Top 100 Women Financial Advisors", 2007, 2008, 2009
  • Recognized by Puget Sound Business Journal, "Top 30 Wealth Managers", 2007
Services
  • Financial Planning
  • Estate Planning
  • Lending Services
  • Business Planning
  • Wealth Management
  • Philanthropic Services
  • Trust Services and Accounting
  • Private Banking
Business Experience
  • Morgan Stanley Smith Barney* Experience since 1982
    Director - Wealth Management
    Senior Investment Management Consultant
    Bellevue, WA
Bulletin Board
  • Morgan Stanley Smith Barney is pleased to announce that Kathleen L. Weber, CFP, CIMA, a Director of Wealth Management in the Firm’s Bellevue, WA, has been named to Barron’s 2009 annual list of America’s Top 100 Women Financial Advisors. For details, including methodology and criteria, see In the Press.
Kathleen L. Weber is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, FL, GA, HI, IL, MI, MN, NC, NE, NY, OH, OR, PA, TX, UT, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

Monday Morning Musings (pdf)
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