Jon L. Weinstein, CFP®


Jon Weinstein is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor, specializing in wealth management. Jon offers a strategic approach to helping his clients pursue their goals and devises individual solutions to meet each of his clients’ needs. His practice emphasizes asset allocation strategies focused on risk management and asset selection.

Jon considers five fundamentals key to developing a successful portfolio strategy:

  • Asset Allocation
  • Diversification
  • Planning
  • Discipline
  • Patience

Jon’s approach is to stress a disciplined, long-term view of investing with an emphasis on determining his clients’ overall investment goals, risk tolerance and time horizon. Jon is committed to providing quality service and solutions that are appropriate to each client’s unique situation.

Jon says, “Advising my clients has been my sole profession for 35 years. It is not a side bar to an insurance practice or an accounting practice. It is not something that one does when the stock market is hot and then leaves when the market cools off."

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

Phone 972-385-1106