John E. Meinert, CEPA^®, AAMS^®

Experience and Personal Information

John is a 28-year veteran of the investment and financial services industry. He holds the Certified Exit Planning Advisor (CEPA) credential as well as the Accredited Asset Management Specialist (AAMS) credential.  John spent his first 15 years at Edward Jones, opening and building the Cerritos branch office.  In 2011 he made the decision to take his practice independent, to build a less sales and transaction based business, and to focus more on the advisory/fiduciary relationship of financial planning, investment strategies and risk management for clients who are serious about addressing their important financial goals. John is the Managing Member of Meinert Wealth Management LLC and is a Principal/Office of Supervisory Jurisdiction (OSJ) for other LPL financial advisors.

John lives in Southern California with his wife, Maria, and has a son and daughter and three grandchildren. John has been active in the community over the years serving on the boards of the South East Los Angeles County Workforce Investment Board (past-chair), Community Family Guidance Center and the Cerritos Regional Chamber of Commerce (past-president, Business of the Year). John is also a military veteran, having served in the United States Army.

Licenses & Professional Designations  (registrations held with LPL Financial) 

CEPA^®             Certified Exit Planning Advisor (Exit Planning Institute)

AAMS^®             Accredited Asset Management Specialist (College for Financial Planning)

Series 24          General Securities Principal (FINRA) 

Series 66          Investment Advisor Representative (Combined State Law)

Series 7            General Securities Representative (FINRA) 

Insurance          Life, Long-Term Care & Disability (State of California)

                          CA Insurance License #0C03294