Vision Financial Management Llc Careers in Cuyahoga Falls, OH

Our Firm Vision Financial Management was founded in 2004 by Rob Winston, CFP® after spending six years with a large financial planning firm in Cleveland. Limited savings and investment strategies at that firm motivated him to search other alternatives. He affiliated with LPL Financial in December 2004. LPL is the largest independent firm in the country with access to 95% of all available investment or savings strategies. Rob is assisted by Jerri Weaver who has over 25 years experience in the financial planning arena and has been part of the firm since its inception. Our Mission Counsels individuals and families on how to pursue their life goals by developing their vision, and creating the best financial structure to support and preserve those goals in an ever-changing economic environment.