Jon Van Wieren joined Benedetti, Gucer & Associates as a Wealth Advisor in 2021. Jon’s fifteen years of experience as a financial advisor include time spent with two large RIAs in the greater Atlanta area, as well as a few years owning and managing his own wealth management firm. Before spending several years away from the industry pursuing other interests, Jon held the Certified Financial Planner (CFP®) designation for over ten years and passed the Level One exam for the Chartered Financial Analyst program. Jon is a graduate of Georgia State University and lives in Atlanta.
Jon’s experience in the financial advisory industry includes doing complete financial plans for clients, managing individual client portfolios, completing cash flow projections, insurance needs analysis, retirement plan analysis, and investment research for a wide variety of clients with varying financial needs. Jon has spent many years working directly with clients, as well as managing groups of associates who worked with clients. He also spent several years as a frequent co-host of a financial radio show on one of the largest radio stations in the Atlanta market. Jon’s clients included business owners, retirees, doctors, attorneys, athletes, and those just getting started building their investment portfolios.
Jon grew up in the Atlanta area and now lives in the heart of the city. He spends his free time with family and friends, and enjoys traveling, reading, movies, attending sporting events (especially baseball games), and going to concerts to see live music.
Among his areas of focus are:
- Financial Planning
- Cash Flow Projections and Analysis
- Investment Strategies
- Investment Research (fundamental & technical research of markets, equities, and mutual funds)
- Options
Education
- BBA, Finance, Georgia State University
- CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner