- FINRA Series 7, 63, and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®
- Accredited Investment Fiduciary® (AIF®)
- Professional Plan Consultant™ (PPC™)
- Insurance licensed in Idaho and Washington
- Long-term care certification for Idaho's Long-Term Care Partnership program
An active student of the industry, John regularly attends workshops and conferences in order to further improve the client experience. He is very interested in expanding his understanding of behavioral economics and the relationship between investor behavior and success.
Recognized by his peers, John and the firm have been featured in nationally circulated industry publications, including Research magazine and Investment Advisor magazine. His concepts have been presented in the Commonwealth Business Review, and he has provided his expert opinion in news interviews for a CBS television affiliate.
John and his wife, Celia, enjoy spending time with their three grown children and five grandchildren. In addition to an occasional round of golf, he enjoys most everything outdoors, but hiking in the woods and fly-fishing are among his favorite pastimes.
John Weibler is proud to have been recognized as a Summit Club advisor for 2021—a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
CERTIFIED FINANCIAL PLANNER™ practitioner
Matt has been in the financial planning industry for over 14 years. While growing up, he developed a passion for mathematics, history, and people. He started at Weibler Financial while he was still completing his bachelor's degree in business finance at the University of Idaho. Matt is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, he holds the Accredited Investment Fiduciary® certification, his insurance license, and FINRA Series 7 and 66 securities registrations with Commonwealth Financial Network® as a registered advisor.
The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors(1) list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology(2) that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
(1)This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
Client Service Manager
Christy joined Weibler Financial & Retirement in March 2017. She handles the administrative duties of the firm, which include supporting the advisors, maintaining operating efficiency with paperwork and software programs, greeting clients in the office, and preparing materials for upcoming meetings with clients.
Christy has more than 30 years of customer service and more than 20 years of a variety of bookkeeping experience. She worked for her family-owned window covering business in Spokane during her young adulthood, where she first experienced bookkeeping duties and ordering processes and developed her communication skills. She knew at a young age that she wanted to work with people, enjoyed bookkeeping, and was passionate about accuracy and making sure the operations of any business run smoothly and efficiently. She has always kept that philosophy throughout her professional career.
After living in Chicago from 2000 to 2003 for her husband’s job, they found themselves in the Lewiston, Idaho, valley. With three young sons, Christy and her husband, Jeff, wanted to be closer to their extended families. Christy worked in accounting and in accounts payable for several years. But her passion for small locally owned businesses drew her back to where she has found her home with Weibler Financial & Retirement.
Christy and Jeff love the LC Valley and plan on retiring here. She is passionate about helping support her local community and the surrounding small businesses, nonprofits, and schools, which have taken great care in educating and supporting her sons clear through high school.
Christy is currently serving on the board of directors for the Chamber of Commerce, she's served on the United Way Education grant panel, and she is a 2019 graduate of the Leadership LC Valley Program. Christy has taken on additional responsibilities at Weibler Financial, which include working on key marketing initiatives, planning client events, business development, streamlining different workflows within the office, and handling public relations for the firm.