Weston Kammer

About Weston Kammer

As a Financial Professional working in Redondo Beach at 49 Financial, my primary focus is to simplify the lives of individuals by navigating financial complexity. I chose this profession to alleviate the burden of financial worry for people and help them prioritize what truly matters in their lives. My ultimate goal is to provide expert guidance and personalized strategies that empower my clients to confidently navigate their financial landscape. At 49 Financial, I am committed to building strong and long-lasting client relationships through clear communication and strategic guidance.

Experience

1. Associate

   49 Financial

   Feb 2024 — Present · El Segundo, CA, US

   I work at 49 Financial, a values-based financial planning company, built on the core belief that “Two are Better than One,” as a Financial Professional serving clients within our teamwork model. Within my role I manage the following aspects: • Meet with families & individuals to build out a unique strategy based on their financial goals • Manage internal relationships with our different teams to build out the strategies for our clients • Establish my own client relationships while bringing in our team for the best client service• Manage all client relationships and create changes based on the current desires and needs of the people I serve

Education

• California Polytechnic State University-San Luis Obispo

  Economics

  2019 — 2023