| Curt Weil |
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For over 19 years, Mr. Weil has been passionate about the topic of socially responsible and ethical investing. On a personal level, he has been involved in numerous community programs where he has held titles, ranging from President of Los Medicos Voladores (the Flying Doctors) to Advisory Board member of the Mid-Peninsula YWCA. Mr. Weil’s volunteer work includes working with charity groups, such as Habitat for Humanity and Christmas in April. He also works with the Jewish Community Federation and serves on the Palo Alto Airport Commission. Weil is a member of the following groups: Financial Planning Association, Social Investment Forum, Financial Planning Forum, Palo Alto Chamber of Commerce, National Center for Financial Education, Friends of the Earth, and The Nature Conservancy. He is also an Industry Affiliate Member of the National Association of Personal Financial Advisors. Mr. Weil is available to serve as a successor trustee, executor or conservator and has frequently served as an expert witness. In addition, he has often been quoted in investment and professional journals, such as the January 26, 2007 edition of the Wall Street Journal; Business Week, Investment Advisor, Financial Planning and several local newspapers, including the San Jose Mercury News. |
Curt Weil has been providing services to investors for over 37 years. He spent the first 23 years of his career at E.F. Hutton & Company, where he served as Regional Director of Financial Planning from 1986 through 1989. In addition to being a Certified Financial Planner® licensee, he is also Adjunct Professor of Personal Financial Planning for the University of California, Santa Cruz.