James Weimer

James Weimer: Email & Phone Number

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Principal | Wealth Planner at Cerity Partners|Santa Barbara, California, United States

Position:

Principal | Wealth Planner at Cerity Partners

Location:

Santa Barbara, California, United States

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Last updated: 2026-06-19
Updated: 2026-06-19

Found email addresses for James Weimer:

Business emails:
j****w@wcfinc.com,
j*****r@ceritypartners.com
Personal emails:
j**********r@gmail.com

Found phone for James Weimer:

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Work Experience 13 years

Principal | Wealth Planner at Cerity Partners

Apr 2025 - Current

Associate Advisor at West Coast Financial

Jan 2020 - Apr 2025

Financial Planning Analyst at West Coast Financial, LLC

May 2016 - Jan 2020

Independent Insurance Agent at J.W. Term Life

Oct 2015 - Apr 2016

Financial Associate at Cetera Wealth Services

Jul 2014 - Apr 2016

Business Manager at Potter's Clay Student Organization - Westmont College

Apr 2013 - Apr 2014

James Weimer started working in 2013, then the employee has changed 5 companies and 5 jobs. On average, James Weimer works for one company for 2 years 3 months.

Their professional focus is Accounting, Budgets, and Customer Service across 3 core areas.

James holds Certified Financial Planner (CFP) certifications.

Education

Bachelor's Degree at Westmont College

Associate of Arts (AA) at Foothill College

James Weimer Namesakes

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James Weimer
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HazMat Instructor
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