Jake Weber

CFP®

Wealth Advisor

Willow Creek Wealth Management, Inc.

Sebastopol, CA

Anywhere / Virtual Meetings

A trusted partner for over 40 years. We have the expertise and experience to guide you through your financial life.

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I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

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Things to Know

Willow Creek is proud to celebrate four decades of dedication to our clients, our community, and our employees.
Willow Creek Wealth Management is a fee-only financial planning firm in Sonoma County, CA serving clients throughout the San Francisco Bay Area and across the country.
Willow Creek offers comprehensive financial planning encompassing investment management, retirement planning, tax planning, charitable giving, sustainable investing, and more.
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Get to Know Jake Weber

Jake Weber is a Wealth Advisor at Willow Creek Wealth Management.

I have a passion for financial planning and investment management, and I believe strongly that planning, at any age, is the first step toward making sound financial decisions. As a member of Willow Creek’s Sustainable Investing Committee, I believe strongly that everyone should invest with environmental impact considerations in mind.

Throughout my career in financial services, I have primarily focused on investment management and am experienced with more complex trading strategies. I enjoy deep dives into investment questions and love to "talk shop" with clients who may be more focused on that side of their financial picture.

Prior to joining Willow Creek in 2017, I was a financial consultant with Charles Schwab and an equity and derivatives trader for Schwab’s Active Trader Group. I am involved with several local organizations including The Climate Center, the Redwood Empire Estate Planning Council, and the Financial Planning Association.

ON A PERSONAL NOTE: I grew up in Davis, California, and am now a proud Sonoma County resident. I love hiking, snowboarding in the Sierras, and cheering on my favorite teams at various sports events across the Bay Area.

EDUCATION:

BA, California State University, Chico
CERTIFIED FINANCIAL PLANNER® professional

I Can Help You With:

Comprehensive Financial Planning
Retirement Income Planning
Investment Management
College Education Planning
Tax Planning
Sustainable Investing
Charitable Giving

Ideal Clients:

Retirees and Near Retirees
Growing Families
Business Owners and Executives
Sudden Money Situations
Women Experiencing Divorce

Fee-Only and Fiduciary - Without Exception

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Jake Weber's Designations and Affiliations

Media Mentions and Industry Involvement

Jake Weber is a Featured Alumna from the Department of Economics at California State University Chico

Office Locations

825 Gravenstein Hwy N, Suite 5 - Sebastopol, CA 95472

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