John Weber IV

John Weber IV, CFP®

Senior Wealth Management Associate

Washington, D.C.

Joined Curi RMB Capital

August 2023

Education

BS in Business & Finance, Virginia Tech

Accreditations

CERTIFIED FINANCIAL PLANNER™

Affiliations
  • Passion City Church, Community Group Team Lead, Experience Team Volunteer
  • Faith Christian School, Alumni Board - Founding Board Member
Previous Experience
  • Omega Wealth Management, Financial Planning Associate
  • Commodity Investing by Students (COINS), Senior Advisor, CFO
Bio

John is responsible for certain administrative and financial planning functions associated with servicing clients. He assists wealth advisors in establishing relationships with clients and is responsible for maintaining client contact, servicing client needs, and troubleshooting problems. He also helps develop and present financial planning recommendations and analyzes the financial status of clients and prospects.

In his previous role at Omega Wealth Management, John supported several Senior Advisors and constructed yearly plan updates for the client base.

Outside of work, John enjoys running, cooking vegan dishes, and serving at Passion City Church.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.