Weber & Deegan, Ltd
The CPA firm of Weber & Deegan, Ltd. is a team of professionals with great analytical and financial skills. Small enough to provide you with the personal service you deserve -- spending the time to listen to your needs and to understand your business. Taking the time to get to know you helps them identify the challenges you face and the opportunities that exist. They are proactive in their approach – asking the questions that will help identify opportunities. Their experience will help you and your business maximize profitability and build your wealth.
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We are members of the American Institute of Certified Public Accountants and the Minnesota Society of CPAs, licensed by the State of Minnesota.
These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Jon Govin is a NAPFA Registered Financial Advisor. NAPFA, the National Association of Personal Financial Advisors, is an organization through which Fee-Only financial planners can further enhance their professional skills, market their services and become part of a collective, influential voice on matters that affect them and their clients. Founded in 1983, NAPFA currently has more than 2,000 members nationwide.
As a NAPFA Registered Financial Advisor we adhere to a Fiduciary Oath:
The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor. The advisor, or any part in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client’s business.
Jon Govin holds the Personal Financial Specialist (PFS) credential. The PFS is the financial planning specialty accreditation held exclusively by Certified Public Accountants (CPAs) who are members of the American Institute of Certified Public Accountants (AICPA).
All financial planners are not created equal. You need a trusted adviser to help sort through complex financial decisions and develop sound strategies for a secure financial future. The PFS credential was established for CPAs who specialize in personal financial planning and is awarded exclusively to AICPA members who have demonstrated considerable experience and expertise in that area. As of today, the AICPA has granted approximately 3,800 CPA/PFS credentials.
You deserve the best advice when planning your financial future. A CPA financial planner must be able to assess your current financial situation, help you determine your financial goals, and help you develop and monitor a plan to attain them. You need someone you can rely on to provide trusted, objective, and competent advice—someone who has built a reputation on those very qualities.
A CPA/PFS combines a century of trusted advice with today's cutting edge financial strategies to help you assess your current financial situation, define your financial needs and goals, and develop and monitor a plan to meet your goals.