Joshua Weinstein

BBA, CFP®

Joshua is a Certified Financial Planner™ practitioner, has his series 6, 63 and 7 along with his Life and Health insurance licenses and has for many years.  He graduated from the University of Cincinnati in the winter of 2003 and soon after moved to Colorado to begin his career in Finance and Banking. Starting with US Bank and USBancorp Investments and Insurance in 2004 where he first obtained his investment and insurance licenses.  Followed by years as a VP of Investments at JPMorgan Chase, Joshua learned a wealth of information and gained numerous licenses. After marrying his wife Angela Weinstein in 2012, and having his first son born on March 4th 2017, Joshua and Steve decided it was the right time to move back home and bring what he had learned to the family business and start Weinstein Financial Group. From his earliest years, he wanted to be in business with his father. At 2 1/2 years of age, he was found on his way to his father's office nearly 1/2 mile from home walking along a busy state highway...We value family first and foremost, and truly appreciate your decision to be a part of ours, and allow us to be a part of yours.

Phone 5134231616
Fax 5134221616
Mobile Phone 3032639776