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John Weninger

CFP®
Personal Finance, Retirement, Investing
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Articles
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“John Weninger has been helping families, executives and small businesses with financial planning and investments since 2011. Endowment Wealth Management, Inc manages over $150M. John advises clients as a trusted Certified Financial Planner.”
Firm:

Endowment Wealth Management, Inc

Job Title:

Wealth Advisor

Biography:

John is a Wealth Advisor within the Family Wealth Management area of the Company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. John assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs.

John began his career at Merrill Lynch as an advisor assistant, serving the needs of families & small business owners. He was the founder of Vision Wealth Partners, a Wisconsin registered investment advisor and has been helping families and small-business owners with financial planning and investment management since 2011. His writing has been featured on CNBC, Yahoo! Finance, U.S. News and MyCompanyRetirementPlan.com.

John received his Bachelor’s Degree from St. Norbert College majoring in Finance. He earned his Certified Financial Planner (CFP®) in 2017.

Education:

BBA, Finance, St. Norbert College

Assets Under Management:

$150 million

CRD Number:

5869009

All Answers
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Most Helpful
    Debt, Retirement, 401(k), Real Estate
Should I decrease my 401(k) contributions to be able to afford a more expensive mortgage?
100% of people found this answer helpful

Do you have any additional debts (credit card, car loans, student loans, etc?) If so you are better off paying those debts off before you think about purchasing a home. But let's assume you're debt-free. You don't HAVE to have a mortgage that is 30-35% of your net pay. In fact, the goal eventually should be near 0% (paid off!) My opinion is that it would be more irresponsible to purchase a home with other debts, or purchasing more home than you can afford, than it would be to suspend 401(k) contributions for a short time to save up a larger down payment.

April 2018
    Financial Planning, Retirement, 401(k), Choosing an Advisor, IRAs
Which type of financial advisor should I consult to determine the optimal drawdown strategy to minimize taxes in retirement?
50% of people found this answer helpful
April 2018
    Debt, Real Estate
I have poor credit; is it possible for me to use my house (which is paid off) to help me get approved for a loan?
50% of people found this answer helpful
January 2019
    Marriage / Divorce, Financial Planning, Asset Allocation
What concepts can I use to guide the allocation of assets in my portfolio?
0% of people found this answer helpful
April 2018
    Debt, IRAs
Is there a suggested percentage allotment to put toward your IRA while paying down credit card and student loan debt?
0% of people found this answer helpful
January 2019