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Home > Financial Planner Directory > California > San Mateo > Jeff Weber, CFP®, CASL®, CRPC

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Jeff Weber, CFP®, CASL®, CRPC

Lincoln Financial Advisors

1510 Fashion Island Blvd
Ste 210
San Mateo, CA 94404
Phone: (650) 377-4111
Fax: (650) 578-9640

Toll-free: (800) 359-8892 x111

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Annuities
Asset Allocation
Investment Management
Estate Planning
Employee Benefits
Insurance
Life Planning
Retirement
Long-term Care
Succession Planning
Sudden Wealth

How Planner Charges

Combination Fee/Commission

Considerations: Jeff Weber is a registered representative of Lincoln Financial Advisors Corp a broker/dealer (Member SIPC) and registered investment advisor. CRN201303-2079002

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.