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John Weldon

John Weldon

CPA, PFS, MBA, Financial Advisor

John W. Weldon entered the financial services industry 13 years ago with one goal: Helping people better understand and navigate the world of personal finance. With a vision to build his firm based on trust and respect, Weldon Wealth Management has far exceeded that objective.

John W. Weldon holds a B.S. degree from the University of Southern California with an emphasis in Accounting. He holds Series 6, 7, 63, and 65 registrations through Cetera Financial Specialists.

John W Weldon has extensive experience advising individuals, families, and corporations alike. His specialty is breaking down complex issues and developing a concise approach to address the concern.

No client is too big or too small. John W. Weldon has a proven track record for delivering sophisticated financial solutions and helping his clients with the advice he provides.

“Putting my clients ahead of everything else has been the foundation for my business,” said John W. Weldon. “It has enabled me and my firm to enjoy many years of success in this community.”