Steven Weydert

M.S., CFP

Steven is a fee-only financial adviser and business consultant, specializing in corporate and personal financial planning. His background includes corporate financial planning and analysis for C-suite executives and comprehensive financial advice for small business owners. He currently owns Weydert Wealth Management, a consulting firm in Arroyo Grande, California.

For over a decade, Steven's quotes and contributions have regularly appeared in publications including he Wall Street Journal, The New York Times, BusinessWeek, U.S. News & World Report, and others. He is currently the treasurer on the board of Orchestra Novo in San Luis Obispo, California, and is a strong supporter of the performing arts.

Steven received his B.L.S. in communications from The University of Iowa and his M.S. in financial planning from The College for Financial Planning. He is also currently a Level II candidate in the CFA Program.

Steven can be reached at sweydert@wwmgmnt.com.

Articles By Steven Weydert

Should You Consult a Financial Advisor Before Buying a Home?
Your home might be the biggest purchase you’ll ever make. Should you get a second opinion before buying?
Buying a House Near Retirement Age: Should I Take Out Mortgage or Pay All Cash?
Borrowing to buy a home involves risk at any age, but the risk is magnified when one is close to retirement. That’s why determining the right amount of risk for you is key.
What Should I Consider When Buying a House at Age 60 or Above?
Buying a home in your 60s is different than when you were starting out. Here’s how to make sure you like where you end up.