Kirsten Weiss

I work with clients throughout the Bay Area who want to take a holistic approach to their finances, with a focus on investing and retirement funding.  I help individuals, families, and small business owners prepare to attain their goals, whether it’s buying a home, paying for their children’s education or developing a financial strategy for retirement.  Focusing on your investments shouldn’t stop once you retire, which is why I also work with retired people who need help ensuring their money lasts a lifetime and that everything is in place to help protect their estates and minimize taxes.