Weber Financial Services has been providing full-service
employer sponsored retirement plan administration and
consulting since 1986. Weber Financial Services assists
employers in the design, implementation, administration and
communication of a wide range of retirement plans. We are
committed to providing these services to our clients in a
timely, accurate and cost-effective manner.
Our benefit professionals are dedicated to helping
employers implement retirement plans that promote corporate
goals and objectives, control costs and give employees a
sense of security.
Weber Financial Services takes the confusion out of plan
administration duties and decision making by providing our
clients with the consulting and technical expertise they
need. We are committed to maintaining effective
state-of-the-art computer systems and applications for
administrative procedures which permits us to process our
clients� work more efficiently and ensures the highest
standards of quality.
Weber Financial Services' greatest resource is its team
of experienced professionals. Our clients are served by
employees who have professional qualifications and whose
backgrounds include many years of experience in the pension
and retirement field. They are committed to providing our
clients with friendly, courteous and responsive personalized
service of superior quality.
Priscilla J. Weber, MBA, CFP
Priscilla is the founder of Weber Financial Services. She
has more than 30 years of experience in the pension
Priscilla holds an MBA from the University of California
at Los Angeles. She is a member of the American Society of
Pension Professionals and Actuaries and the South Bay Estate
Jason manages plan design, implementation and ongoing
administration of Weber Financial Services' defined
contribution plans including all aspects of ERISA and
Internal Revenue Code compliance. With over 8 years of
experience in retirement plan design, administration and
communications, he has been instrumental in improving the
administration of our clients' plans by streamlining
procedures and forms.
Jason holds a Bachelors Degree from the University of
California at Santa Barbara. He is currently pursing his
Certified Financial Planner certification.