OUR TEAM | John VanWeelden, MBA, CAP, AIF

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.  John has also earned the designation of Chartered Advisor in Philanthropy, a post graduate degree combining advanced studies in Estate and Charitable Planning as well as the designation of Investment Fiduciary*. John has ten years of management experience with public and privately-owned companies prior to spending the last twenty years as a personal financial consultant.  John 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

Tax and Wealth Advisors  |  Comprehensive Retirement Planning  |  Conservative Investment Strategies