Elliott Weir, CFP®, MBA III Financial

- Virtual, TX 78613
- (512) 562-1905
- rjrve@vvvsvanapvny.pbz
- http://www.iiifinancial.com/
About Elliott Weir, CFP®, MBA
Helping Widowed Women Find Financial Peace
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My name is Elliott Weir, the owner of III Financial. I’ve been working with clients like you since 2004. Come to think of it, it has been longer – before I officially started as a financial planner! Let me explain…
I started my career as a technology geek, having earned a Computer Science degree from Southern Methodist University (Go Ponies!). Once I graduated I secured a great job with Ernst & Young LLP as a technology consultant to Fortune 500 companies.
Then on August 20th, 1997 my life changed forever. After a brief battle with cancer, my father passed away at the age of 50. I suddenly found myself helping my mother with insurance, investments, attorneys, CPAs, and more, because my father was the one in charge of these things for the family.
Why I Share This With You
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This formative event explains a lot about who I am, about III Financial, and about what you can expect from me. I choose to work with widowed women because I want to have a meaningful and direct impact on their lives, as I did for my mother.
It took me years to piece it all together into my true calling. In that time, I continued with Ernst & Young, left to earn my Master in Business Administration (MBA) at the University of Texas’ McCombs School of Business, and spent a short while at IBM Tivoli. Then the light bulb went off and I became a financial adviser in 2004.
Read Elliott’s blog here: https://www.iiifinancial.com/widowfinance/
Ideal Clients
- Divorced Women
- Widow/Widower
- Women in Transition
Ways Advisor Charges
- Quarterly Fee
Fee Options
- Quarterly Fee: $1250+/qtr
SEC Records