California Institute of Finance — CIF

Richard M. Weber

Richard M. Weber, MBA, CLU, AEP (Distinguished)

Dick Weber is the 2011-2012 President-Elect of the Society of Financial Service Professionals - serving its cross-disciplinary membership of 14,000 insurance, financial planning, legal, accounting, trust, and investment professionals who commit to ethical practices, professional education, and collaboration. SFSP has more than 170 local chapters throughout the U.S. and its quarterly video teleconferences, annual meetings, and award-winning Journal of Financial Services Professionals is held in high esteem by the planning community. SFSP also sponsors the annual American Business Ethics Award - which through local nomination and a thorough judging process - is awarded to a large, medium, and small business each year for outstanding ethical business practices.

With an insurance and financial services career spanning 44 years, Dick was first a successful life insurance agent and 20-year life member of the Million Dollar Round Table, following which he founded The Ethical Edge, Inc., providing fee-only Insurance Fiduciary™ consulting services to family offices and high net worth individuals.

Dick holds an M.B.A. from the University of California at Berkeley with a specialty in Insurance and Finance. He was designated a Chartered Life Underwriter in 1974 by the American College.

Among his various teaching activities, Dick served for 11 years as an Instructor of Insurance at the University of California at Berkeley's Program in Personal Financial Planning and from 1993 through 1998 served as Adjunct Professor of Ethics at the American College in Bryn Mawr, Pa.

Dick Weber was the Society of Financial Service Professional's Kenneth Black, Jr. Leadership Award recipient for 2008 in recognition of his "... exemplary leadership qualities and significant contributions to the fulfillment of the Society's core values of ethic, education, and relationships." In 2009, Dick was elected to the NAEPC Estate Planning Hall of Fame and selected to receive the Distinguished Accredited Estate Planner award and designation for "... significant and outstanding lifetime achievements and contributions to the practice and profession of estate planning."

Among his publications is Life Insurance as an Asset Class - A Value-added Component of an Asset Allocation, co-written with Christopher Hause, FSA, MAAA, which was honored with a 2008 Best Paper Award from the Academy of Financial Services. Weber and Hause publisheda second volume in the Asset Class series - "Managing a Valuable Asset" - in December 2010.

Info

Richard M. Weber, MBA, CLU, AEP®
The Ethical Edge, Inc. 
25A Crescent Drive - Suite 415
Pleasant Hill CA 94523

We are a fee-only Insurance Fiduciary™ - please visit us at www.EthicalEdgeConsulting.com

Tel: 510 868 8804
Text: 510 735 7191
Fax: 760 652 4008
Email: Dick@EthicalEdgeConsulting.com