OUR TEAM | John VanWeelden, MBA, CAP, AIF
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THE REAL DEAL on
RETIREMENT.
As Founder and Principal of VanWeelden Financial Group, it’s my job to guide you through a truly holistic planning process, developing comprehensive solutions that integrate every aspect of your financial situation. My role is to fully understand your circumstances then provide you with information and advice to make the best possible decisions. Working together, we’ll focus on your unique, personal objectives; analyze your situation; develop strategies for you to consider; implement your plan; and then review it regularly to ensure you stay on track.
Professional Background.
John earned his MBA with an emphasis in Finance, as well as two undergraduate degrees from Miami University, Oxford. He holds the designation of Chartered Advisor in Philanthropy, a post graduate degree combining advanced studies in Estate and Charitable Planning, as well as that of Accredited Investment Fiduciary*. John has spent over twenty five years teaching and advising clients about retirement. He serves the community as an ordained chaplain with the International Fellowship of Chaplains, served as Board Chair for Cincinnati Christian Schools, and is a West Chester Citizens Police Academy Alumnus.
*The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics.
“We make a living by what we get, but we make a life by what we give.” — Winston Churchill