
John B. Weigel
Focus Wealth Management
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: No minimum required
Title: Financial Consultant
Offering advice since: 1998
Areas of expertise:
- Annuities
- Insurance (risk management, disability insurance)
- Life Planning
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about John B. Weigel:
John Weigel, a Financial Consultant and founding partner, brings over 15 years of experience working with individuals and families on investment management, retirement planning, education funding, and insurance coverage.
John is committed to the design and implementation of a financial plan which is tailored to an individual's needs. He strives to be a trusted partner and works to ensure that client goals are his focus and met with a personal approach, striving for financial security and peace of mind. John is dedicated to excellence and uncompromised professionalism.
John graduated cum laude from Xavier University with a BS in Finance and Economics. He has recently earned an Executive Certificate of Financial Planning from Xavier and is scheduled to take the CFP exam this year. John holds several securities industry registrations including 7, 24, 63, and 65 with LPL.
Before joining Focus Wealth, John was employed with a large regional financial organization for 15 years where he managed over $90 million in assets.
John currently resides in West Chester, OH with his wife Sheila and their two children.
Compensation and Fee Structures:
Fee Based as well as transaction oriented services
Licenses, Certifications & Affiliations:
Series 7, 24, and 66.
Life, accident, and health insurance Licensed
Education:
BSBA from Xavier University with majors in Finance and Economics
Will provide references upon request?
Yes
Further information about Focus Wealth Management:
(Size of firm: 0-9 advisors)
Focus Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients' wealth by delivering an unprecedented level of personalized service.
Contact Information for John B. Weigel
Phone: (513) 942-0445
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Fax: (513) 860-4084
Address for John B. Weigel:
8745 Union Centre Blvd
West Chester, OH, 45069
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