Kyle Weber
Financial Advisor, Owner
 |
 |
Kyle has spent years working closely with Xerox retirees—as well as their families and friends—helping them navigate the complexities of retirement, investments, and legacy planning. His approach is rooted in simplicity and education, empowering clients to make clear, informed decisions without feeling overwhelmed by financial jargon or market noise.
For Kyle, the size of an investment portfolio matters far less than the behaviors and mindset of the person behind it. He believes that temperament—especially during periods of market volatility—is far more critical to long-term success than chasing returns.
At the core of his philosophy is the idea that "slow is fast" when it comes to financial planning. Building wealth takes decades, and it deserves a strategy that is thoughtful, intentional, and patient. Kyle takes the time to understand each client’s goals, values, and concerns, crafting a plan designed not only protects their future but also brings them peace of mind today.
Education & Affiliations
B.A. Communication
California State University Channel Islands
Securities Licenses: 6, 63, 65
California Insurance License #OL84404
Meet Kyle...
I joined the firm in 2016, but I’ve been around the business my entire life—listening to stories about financial planning, strategy, and the impact thoughtful advice can make. I'm proud to walk in my father’s footsteps and apply the principles and strategies I’ve learned from him over the past 37 years. After graduating from Cal State Channel Islands, I became a licensed financial advisor and have been committed ever since to helping clients make smart, values-driven financial decisions. I live in Yorba Linda with my wife and child, and when I’m not working, I enjoy staying active, spending time outdoors, and making the most of life’s simple moments with family and friends.
Rooted in California. With You Across the Nation
Proudly Serving Our Community
For nearly four decades, we’ve been honored to serve our clients—and give back to the community that’s supported us. A portion of our revenue goes directly to local events, fundraisers, and causes that strengthen the place we’re proud to call home.
Make sure you’re always in the loop with Weber Wealth Advisors.
Enter your email to get the latest updates, articles, and tools to help you in your journey