Jon L. Weinstein, CFP®

I am Jon Weinstein, a Certified Financial Planner CFP(R) who specializes in wealth management and personal financial planning with Cetera Wealth Services. For over 50+ years, my clients have looked to me to be their trusted financial advisor.

I strive to provide my clients with a solid, logical, and organized plan for pursuing their goals and managing risk. I have developed long-term sustaining relationships with my clients because of the trust and confidence they have in my ability to help them.I am accepting new clients at this time. I invite you to call me to set up a confidential complementary meeting to explore the possibility of our working together.

My goal is 100% client satisfaction. If you like the work I do, introduce me to a friend or family member who might benefit from meeting with me.

*Asset allocation, which is driven by complex mathematical models, should not be confused with the much simpler concept of diversification.