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Weber Financial Services
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Company Profile

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.

Our People

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
Founder

Priscilla is the founder of Weber Financial Services. She has more than 30 years of experience in the pension administration business.

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 Planning Council.

Jason Weber
Financial Consultant

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.


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