Germaine Weldon (CFP®, CPA/PFS)
Germaine Weldon focuses in the
following client markets or areas of practice:
- Baby Boomers
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Silent Generation
- Baby Boomers
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Silent Generation
Planning Specialties
Germaine has a special interest in working with soon-to-be retirees and helping them plan their future.
She also has a special interest in helping women obtain a solid understanding of their financial situation and options so they can make wise choices.
Additional Information
Germaine has promoted financial planning thorugh her years of authoring newspaper articles, coaching scouts on their financial merit badges, and most recently creating financial planning programs for the North Carolina Association of CPAs. Outside of her career and her passion for financial planning, she has been an enthusiastic supporter of the arts. She is a life member of the Walter Anderson Museum of Art, having served various roles including its board since the early 1990s. She is also served on Mississippi's Committee of the National Museum of Women in the Arts and is now on their Women's Committee in DC.
Germaine enjoys hiking the North Carolina mountains and kayaking the Mississippi Gulf Coast and bayous.
NAPFA Start Date
September 27, 2019
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