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      Details

      Convservative. Secure. Confidential.

      General Info

      Christopher H. Weed, CPA, Inc. Registered Investment Advisor The sole shareholder at Christopher H. Weed, CPA, Inc., Chris Weed provides fee-only financial planning, investment management, and tax planning and preparation services. Based in Stockton, California, where he has lived and worked for nearly four decades, Chris has been focused on financial services his entire career. Having started out in the world of accounting, he began his own CPA firm in 1981, expanding his services to include financial planning and investment management in 1992. Today, having shifted the firm's focus to servicing clients' financial planning needs, his depth of education and experience in all areas of finance—combined with his commitment to serving every client with absolute integrity—has made Chris a highly respected and trusted advisor in Stockton and throughout California's Central Valley.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 209-957-5025

      Address:
      1313 W Robinhood Dr Stockton, CA 95207
      Email:

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      Categories
      Accountants-Certified Public, Financial Planning Consultants
      Services / Products
      Fee-Only Financial Services As an independent investment advisory firm, Christopher H. Weed, CPA, Inc. offers comprehensive fee-only financial planning and advice, including customized solutions and services that address each client’s unique needs. As a NAPFA member, we receive no commissions for the products we recommend, ensuring that your plan is aimed solely at serving your own best interests. Investment Selection & Management At Christopher H. Weed, CPA, Inc., we offer investment services aimed at addressing your specific financial situation and short- and long-term financial goals. By working with you to determine your unique financial situation, desires, and preferences, we can recommend an overall investment strategy, help you build your portfolio by selecting investments, and allocate your assets to help protect your investments over the long term. Tax Planning & Preparation Thanks to our a CPA/PFS certification, our financial planning advice is rooted in a strong accounting background and we can offer comprehensive tax planning and preparation services to individuals, corporations, S corporations, partnerships, and LLCs. Christopher H. Weed, CPA, Inc. has been providing trusted tax planning and preparation services in Stockton and the surrounding Central Valley for more than 30 years.
      Payment Options
      all major credit cards, discover, amex, visa, check, mastercard
      Location
      1313 W. Robinhood Drive, Suite A-2
      Neighborhood
      Lakeview
      AKA

      Christopher H. Weed Cpa, Inc.

      Weed Christopher CPA PFS CFP

      Weed, Christopher, CPA

      Data provided by one or more of the following: Thryv, Data Axle, Yext.