Burlingame, California

Jeff has over 20 years of experience in the financial services industry helping clients work
towards their financial planning goals. Jeff started out his career in the 403(b) marketplace
helping employees manage their 403(b) retirement accounts. In 2005 Jeff transitioned from the
403(b) market to offering comprehensive financial planning services. Jeff offers holistic planning
services which focuses on his client’s finances, goals, lifestyle, and ideals. Jeff is diligent in his
assessment of each client’s unique set of circumstances, and works closely with them to help
them articulate their needs, and identify strategies to work towards their goals. Jeff explains
that “Financial planning is a very personal experience, like going to see a doctor, or a counselor.
When someone shares their concerns, hopes, and dreams about their financial lives, you have
to take that very seriously. My clients put their confidence in me, and I help them toward a
sense of confidence.”

Jeff holds himself to a fiduciary standard with clients and is committed to keeping their best interests at the forefront of his recommendations. Jeff uses a fee based financial planning approach which allows him to be independent in his product recommendations.

Jeff received his Bachelor’s degree from the University of California at Santa Barbara with a
double major in Business Economics and Art History. Jeff grew up in the East Bay and now
resides in Burlingame with his wife Cherry Ann, and seventeen-year-old daughter Sophia. Jeff spends most of his free time watching his daughter practice gymnastics and violin. He also enjoys spending time with family and friends, trail running, mountain biking, swimming, and traveling.

Fremita is the Client Relations and Administrative Assistant for Jeff Weber. She brings
30+ years of customer service experience. She focuses on operations, compliance, special
projects, and works closely with our broker/dealer, LPL Financial, to assist clients. With her
diverse and solid experience, she strives for excellence, innovation, and growth. Her main focus
is to help manage daily administrative duties, including preparation and maintenance of client
portfolios, responding to client inquiries and requests, and to make sure everything runs
smoothly. With her enthusiasm, friendly attitude, and attention to detail, she is always ready to
assist.

She has held a variety of challenging and rewarding positions in the banking industry such as
Assistant Vice President and as Senior Personal Banker at local branches of a major bank in San
Francisco. She placed a high priority on providing exemplary services to individuals and business
clients alike by prioritizing their banking needs. She earned many individual service awards, but
she finds building and maintaining long-term relationships with clients and colleagues the most
rewarding.

Fremita resides in San Francisco with her husband Charles of over 30 years and has two wonderful children, Caitlin and Tyler of whom they are proud of. She enjoys spending time with family and friends, cooking, baking, and playing with their family dog Cassiel.