Billy Weber, RICP®, WMCP®, BFA™, CLTC®
Appleton, Wisconsin, United States
2K followers
500+ connections
About
With over seven years of experience in the financial services industry, I am passionate…
Activity
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GRATITUDE POST!!! The OMA (Office Moving Alliance) has been a critical piece to my professional and personal growth, I have had the opportunity to…
GRATITUDE POST!!! The OMA (Office Moving Alliance) has been a critical piece to my professional and personal growth, I have had the opportunity to…
Liked by Billy Weber, RICP®, WMCP®, BFA™, CLTC®
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🚀 We are excited to reintroduce two amazing members of our Voyage team—Cathy and Oua! 🌟 Their expertise and dedication as financial associates have…
🚀 We are excited to reintroduce two amazing members of our Voyage team—Cathy and Oua! 🌟 Their expertise and dedication as financial associates have…
Liked by Billy Weber, RICP®, WMCP®, BFA™, CLTC®
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🚀 We are excited to reintroduce two amazing members of our Voyage team—Cathy and Oua! 🌟 Their expertise and dedication as financial associates have…
🚀 We are excited to reintroduce two amazing members of our Voyage team—Cathy and Oua! 🌟 Their expertise and dedication as financial associates have…
Liked by Billy Weber, RICP®, WMCP®, BFA™, CLTC®
Experience
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Education
Licenses & Certifications
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Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Wisconsin Office of the Commissioner of Insurance (OCI)
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Volunteer Experience
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Volunteer
Alex's Lemonade Stand Foundation
Children
Our mission is to change the lives of children with cancer through funding impactful research, raising awareness, supporting families, and empowering everyone to help cure childhood cancer.
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Volunteer
Cystic Fibrosis Foundation
Children
The mission of the Cystic Fibrosis Foundation is to cure cystic fibrosis and to provide all people with the disease the opportunity to lead full, productive lives by funding research and drug development, promoting individualized treatment, and ensuring access to high-quality, specialized care.
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Volunteer
Women for MACC
Children
Women for MACC is a non-profit, charitable organization made up of the mothers, siblings, relatives and concerned individuals who are fighting to eliminate pediatric cancer and blood disorders. The road toward a cure is a long one, but since our founding in 1982, we have helped to shorten the journey by contributing more than $5 Million to the MACC Fund for crucial pediatric cancer and blood disorder research.
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Volunteer
Make-A-Wish Wisconsin
Children
A wish is granted every 33 minutes, on average, somewhere in the United States and its territories. We believe that a wish experience can be a game-changer. This one belief guides us in everything we do. It inspires us to grant wishes that change the lives of the kids we serve.
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Influencer
Children's Wisconsin
- Present 3 years 6 months
Children
Through the generous support of our friends and partners in the community, our exceptional doctors, nurses and care providers achieve the impossible every day.
Publications
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Thrivent –Important Disclaimer Information
For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial
More activity by Billy
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Cam told me the other night that one of his friends said to him… “Your Dad is jacked!” He then asked me how I got so “jacked”. I told him that…
Cam told me the other night that one of his friends said to him… “Your Dad is jacked!” He then asked me how I got so “jacked”. I told him that…
Liked by Billy Weber, RICP®, WMCP®, BFA™, CLTC®
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Fun fact: the powder blue hockey jacket I’m wearing in these photos is a nod to my first dream job - a hockey TV announcer. While that dream didn’t…
Fun fact: the powder blue hockey jacket I’m wearing in these photos is a nod to my first dream job - a hockey TV announcer. While that dream didn’t…
Liked by Billy Weber, RICP®, WMCP®, BFA™, CLTC®
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American Business Women's Day is a day set aside to honor and reflect on the contributions and accomplishments of the millions of women in the…
American Business Women's Day is a day set aside to honor and reflect on the contributions and accomplishments of the millions of women in the…
Liked by Billy Weber, RICP®, WMCP®, BFA™, CLTC®
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Community Financial Credit Union’s Tansley Stearns kicks off the #inthecellar24 fundraiser for Credit Unions for Kids kids in Chicago at the…
Community Financial Credit Union’s Tansley Stearns kicks off the #inthecellar24 fundraiser for Credit Unions for Kids kids in Chicago at the…
Liked by Billy Weber, RICP®, WMCP®, BFA™, CLTC®
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CESA 6 Inspire Wisconsin partner Plumbers & Steamfitters Local 400 held there annual signing event today. I love the opportunities that high school…
CESA 6 Inspire Wisconsin partner Plumbers & Steamfitters Local 400 held there annual signing event today. I love the opportunities that high school…
Liked by Billy Weber, RICP®, WMCP®, BFA™, CLTC®
Explore more posts
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Preston Edinger
What do you do as a financial advisor? Financial advisors serve their clients in several ways. Here are a few areas I work in, along with questions I help answer: 1. Financial planning: Creating personalized plans for specific circumstances such as retirement, paying for education, or running a business. 2. Retirement planning: Projecting retirement income and expenses- Can I afford to retire? When can I retire? What should I do with my 401k? 3. Saving and accumulation: What should I be doing with my money? How much should I be saving? Does a Roth IRA or Traditional IRA make sense for me? 4. Investment advice: Determining risk tolerance, designing an investment strategy, selecting investments. 5. Protection planning: Providing for your family in the event of death, protecting your income in the event of disability. 6. Estate planning: Transferring your estate according to your wishes, minimizing estate taxes and expenses. If you have been thinking about any of these areas, call or message me today. *Cetera Advisor Networks LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.*
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