John Weilnau, CFP®, CIMA®

John Weilnau, CFP®, CIMA® is a financial professional with extensive experience in wealth management and financial planning. He currently serves as Vice President–Wealth Management and Financial Advisor at UBS Financial Services, Inc.12

Professional Qualifications

John holds two important professional designations:

1. Certified Financial Planner (CFP®): This certification demonstrates his expertise in comprehensive financial planning.3
2. Certified Investment Management Analyst (CIMA®): This qualification showcases his advanced skills in investment management.25

Career and Experience

John Weilnau has been working in the financial industry for over 15 years, with all of those years spent at UBS Financial Services, Inc.4 He is based in Conshohocken, Pennsylvania, where he operates from the UBS office located at 101 West Elm Street.16

Approach to Financial Planning

As a CERTIFIED FINANCIAL PLANNER™ professional, John utilizes a structured wealth planning process to help his clients. He focuses on creating clear, written strategies for meeting their financial goals.3 This approach likely involves comprehensive financial analysis, investment management, and long-term planning for his clients' financial well-being.

Team Affiliation

John is a key member of the J-Squared Wealth Management Group at UBS.12 This team-based approach allows him to leverage collective expertise in providing comprehensive wealth management services to clients.

John Weilnau's LinkedIn profile can be found under the username "john-weilnau", where more details about his professional background and accomplishments may be available.