Decision Investments is pleased to announce that long time friend and colleague, John Weinstein CFP®, MBA has accepted a Managing Partner and Portfolio Manager position effective today. John brings with him 14 years experience working with a large Wall Street firm and an established base of clients, relationships and assets. John joins a growing number of successful Financial Advisors who appreciate the many benefits of working with a smaller independent firm.
As a Managing Partner, John’s primary focus is on Financial Planning and Portfolio Management. John holds a Cerified Financial Planner CFP® designation and earned a Masters in Business Administration MBA from George Washington University. Beyond his overall investing capabilities, John focuses on identifying investments that pay above average dividends while still trading at attractive valuations.
John is civically minded and has been an active volunteer with the La Jolla Town Council, La Jolla Newcomers, Voices for Children, Big Brother/Big Sister, It’s all about the Kids Foundation and with the San Diego Film Festival.
John’s passion for the industry and for helping others shows every day. In addition to his extensive knowledge in Financial Planning and Investing, he prides himself on a client-centric mindset which includes same day responses to client questions, offering client education events and providing truly individualized investing solutions. Decision Investments and our clients are fortunate to benefit from all that John will be able to contribute in his new role.
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