CROWN JEWEL FINANCIAL SERVICES
ABOUT US
Our Story
Crown Jewel Financial Services specializes in solutions that offer tax efficient strategies with safety from market volatility and predictable growth. Just as many royal families have ‘crown jewels’ that are of high value, heavily protected and passed on to their heirs, we help clients accumulate, protect and preserve their financial assets so they can “Reign in financial security and peace of mind.”
Our Team
Kimberly Weaver
Principal, Financial Professional
704-931-3171
Kimberly has Life, Health and Medicare insurance licenses in several states. She also holds certifications in Annuities, Medicare Supplements and is certified by the National Financial Educators Council as a Financial Education Instructor.
Kim assists young professionals and families who have longer term goals for Wealth Accumulation and Legacy Planning by helping them to build and protect assets against market volatility and to provide security from unexpected life events. She also assists those needing Medicare and Long-Term Care coverage.
Sean Weaver
Financial Professional
704-208-7406
Sean is an ordained minister and Financial Professional with more than a decade of experience in the financial services industry. He holds a Life license with certifications in Annuities and 403(b)/457(b) Rollovers and is certified by the National Financial Educators Council as a Financial Education Instructor.
Sean specializes in helping clients who are nearing retirement and those who are recently retired to preserve their retirement savings using tax-free strategies and supplemental income solutions that they won’t outlive.
