Courtney Weber Email & Phone Number
Co-Chief Client Officer and Shareholder @ Truepoint Wealth Counsel
Courtney Weber's Location
Cincinnati, OH, US
Courtney Weber's Work
- Co-Chief Client Officer and Shareholder @ Truepoint Wealth Counsel
- Associate, Assurance and Business Advisory Services @ PwC
- Intern @ EY
Courtney Weber's Education
- University of Notre Dame
BBA (Accountancy)
- University of Notre Dame
MSA (Accountancy)
Courtney Weber's Skills
- Charitable Gift and Succession Planning
- Advanced Tax Planning and Preparation
- College Savings Strategies
- Deferred Compensation Planning
- Strategic Stock Option Management
- Estate Planning Reviews
- Wealth Management
- Cash Flow and Budgeting Projections
- Corporate Benefits Review and Analysis
- Insurance Analysis and Recommendation
Courtney Weber's Summary
Courtney Weber, based in Cincinnati, OH, US, is currently a Co-Chief Client Officer and Shareholder at Truepoint Wealth Counsel, bringing experience from previous roles at PricewaterhouseCoopers and Ernst & Young. Courtney Weber holds a BBA in Accountancy @ University of Notre Dame. With a robust skill set that includes Charitable Gift and Succession Planning, Advanced Tax Planning and Preparation, College Savings Strategies, Deferred Compensation Planning, Strategic Stock Option Management and more, Courtney Weber contributes valuable insights to the industry. Courtney Weber has 1 email on RocketReach.
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