Michael Weiser
Financial Advisor/Owner
951-489-0277
michael.weiser@ceterawealth.com
Before I became a Financial Advisor in 2008, I had been pastoring churches for over 25 years. I continued that "bi-vocational" route until finally retiring from ministry in 2020. Since that time, I have been a full-time Financial Advisor. My prior experience in ministry has been instructive in my business and in my service to my clients.
In founding Eden Wealth Management, I have determined to bring to my clients the same principles and ethics I strove to maintain in my ministry. Both of my career experiences have been about always doing my very best for the benefit of others.
To that end, I specialize in purpose-driven financial planning for families. With a passion for transforming financial goals and aspirations into reality, I design personalized strategies that align with each family's unique values and dreams. My unwavering commitment is to help ensure that families not only achieve their financial objectives but also build lasting legacies for future generations.
Purpose-Driven Financial Planning consists of 3 Core Objectives:
1. To Clarify
To clarify means to gain a clear understanding of your current financial situation — where you stand with your retirement savings, your debts, your investment performance, your savings rate, and everything else that relates to your fiscal fitness. This foundational clarity helps you see the full picture and make informed decisions with confidence and purpose.
2. To Simplify
Financial planning does not always have to be complex. The clarity of bringing your current financial picture into focus will allow us to create for you a simple, easy-to-understand financial plan that will propel you toward a fiscally healthier financial future. No jargon, no overwhelm — just a clear path forward.
3. To Amplify
With a clear understanding of your finances, and a simple, easy-to-understand financial plan, we will help you to amplify your financial resources toward building a solid financial base that aligns with your plan and your goals for the future.