Jane Holt Weber (CFP®, MA, MBA)
Jane Holt Weber focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Special Needs Planning
- Women's Financial Planning Issues
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Special Needs Planning
- Women's Financial Planning Issues
Additional Information
Jane Holt Weber, Partner
Jane has close to 20 years of investment advisory experience, the lion's share of which has been with Bridgewater. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificant. Prior to becoming an advisor, Jane worked with museums and individuals as a Paintings Conservator. She received her BA in Art History from Williams College, as well as an MA in Art History and a Diploma in Art Conservation from the Institute of Fine Arts, New York University, and she holds an MBA from Clark University. A supporter of numerous human rights and environmental causes over the years, Jane is also a dedicated advocate for those living with disabilities and devoted to The Center For Discovery where her son has lived since 2004.
NAPFA Start Date
August 01, 2018
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.