Weiss Financial Group

Located in Johnston, Iowa, Weiss Financial Group is an independent financial group adhering to fiduciary standards. Our top priority is your overall financial success. We specialize in creating comprehensive and personalized retirement plans, and our experienced and dedicated team is committed to providing the expertise you need to reach your retirement goals. Our services include income planning, investment planning, tax planning, health care planning and legacy planning.

Weiss Financial Group

Located in Johnston, Iowa, Weiss Financial Group is an independent financial group adhering to fiduciary standards. Our top priority is your overall financial success. We specialize in creating comprehensive and personalized retirement plans, and our experienced and dedicated team is committed to providing the expertise you need to reach your retirement goals. Our services include income planning, investment planning, tax planning, health care planning and legacy planning.

James Weiss, ChFC®, RICP®

James Weiss is a Chartered Financial Consultant® with over 17 years of experience in financial planning. He has earned his Series 65 Securities License and is a licensed Investment Advisor Representative. He has also passed FINRA series 7, 6 and 63.

Additionally, James completed the extensive educational program required to receive the Chartered Financial Consultant® (ChFC®) credential. He also earned his Retirement Income Certified Professional® (RICP®) designation from The American College in 2016.

James holds a Bachelor of Science degree in finance from Upper Iowa University, as well as a master’s degree in financial planning and services from The American College.

James is passionate about a healthy balance of work and family, so he built a home close to the office in order to have more time to spend with his two boys, Carson and Max. In his free time, you will likely find James outdoors. He enjoys running, cycling, flying remote-controlled airplanes, spending time at the lake and boating with friends and family.

Leah DeBartolo, Director of Client Experience

Leah is the Director of Client Experiences at Weiss Financial Group. She is the first person who will greet you when you visit the office. Leah schedules visits, helps to provide a first class office environment for clients, and helps coordinate special events for Weiss Financial Group.

Leah graduated from Iowa State University in May of 2019 with a Bachelor’s in Event Management. She enjoys helping others and providing excellent customer service. Prior to joining Weiss Financial Group, Leah worked as a Leasing Manager in Ames, IA. She has a great history of working in customer service, management, and leadership roles. While gaining experiences in these roles, she has learned how to communicate effectively, handle client questions, and make everyone feel important.

In her free time, Leah is coaching dance or planning weddings. She loves to spend time with family and friends as well as spending time shopping and binge watching shows on Netflix and Hulu. During the summer she is outdoors as much as she can with camping, boating, and spontaneous adventures.

James Weiss, ChFC®, RICP®

James Weiss is a Chartered Financial Consultant® with over 17 years of experience in financial planning. He has earned his Series 65 Securities License and is a licensed Investment Advisor Representative. He has also passed FINRA series 7, 6 and 63.

Additionally, James completed the extensive educational program required to receive the Chartered Financial Consultant® (ChFC®) credential. He also earned his Retirement Income Certified Professional® (RICP®) designation from The American College in 2016.

James holds a Bachelor of Science degree in finance from Upper Iowa University, as well as a master’s degree in financial planning and services from The American College.

James is passionate about a healthy balance of work and family, so he built a home close to the office in order to have more time to spend with his two boys, Carson and Max. In his free time, you will likely find James outdoors. He enjoys running, cycling, flying remote-controlled airplanes, spending time at the lake and boating with friends and family.

Leah DeBartolo, Director of Client Experience

Leah is the Director of Client Experiences at Weiss Financial Group. She is the first person who will greet you when you visit the office. Leah schedules visits, helps to provide a first class office environment for clients, and helps coordinate special events for Weiss Financial Group.

Leah graduated from Iowa State University in May of 2019 with a Bachelor’s in Event Management. She enjoys helping others and providing excellent customer service. Prior to joining Weiss Financial Group, Leah worked as a Leasing Manager in Ames, IA. She has a great history of working in customer service, management, and leadership roles. While gaining experiences in these roles, she has learned how to communicate effectively, handle client questions, and make everyone feel important.

In her free time, Leah is coaching dance or planning weddings. She loves to spend time with family and friends as well as spending time shopping and binge watching shows on Netflix and Hulu. During the summer she is outdoors as much as she can with camping, boating, and spontaneous adventures.

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Comprehensive Retirement Planning
and Wealth Management

At Weiss Financial Group, we work with pre-retirees and retirees in Central Iowa to strategize retirement plans and maximize savings. All retirement journeys are different, so we consider a wide range of investment and insurance product solutions to create a retirement plan that works for you.

With so much at stake, it’s important to work with a financial advisor you can trust. Weiss Financial Group always provides objective financial advice. You can rest assured that the recommendations we provide for your financial future are in your best interest. We continually focus on maximizing your wealth and protecting your assets in pursuit of a financially independent retirement.

Planning for the best possible retirement can often be challenging, but Weiss Financial Group is up for the challenge. We’ll take all the steps needed to help you reach your financial goals. Contact us today to schedule a time to discuss your financial future.

Comprehensive Retirement Planning and Wealth Management

At Weiss Financial Group, we work with pre-retirees and retirees in Central Iowa to strategize retirement plans and maximize savings. All retirement journeys are different, so we consider a wide range of investment and insurance product solutions to create a retirement plan that works for you.

With so much at stake, it’s important to work with a financial advisor you can trust. Weiss Financial Group always provides objective financial advice. You can rest assured that the recommendations we provide for your financial future are in your best interest. We continually focus on maximizing your wealth and protecting your assets in pursuit of a financially independent retirement.

Planning for the best possible retirement can often be challenging, but Weiss Financial Group is up for the challenge. We’ll take all the steps needed to help you reach your financial goals. Contact us today to schedule a time to discuss your financial future.