Roy Weisert, Ph.D., CFP® professional
Investment Strategist & Founder, Weisert Investment Services
Credentials & Certifications
- CFP® certification
-
PhD in Business Management
Warren National University, 2007. Dissertation: "Investment Strategies"
-
MBA in Finance
Golden Gate University, 1985
-
B.S. in Analytical Management
United States Naval Academy, 1976
Verify Credentials
Background
Roy's career spans over four decades of military service and financial expertise. After graduating from the United States Naval Academy in 1976, he served as a Naval Flight Officer, logging over 3,000 flight hours in F-4 Phantoms and F-14 Tomcats with 830 carrier landings during his 24-year military career.
Throughout his military service, Roy actively managed investments and earned his MBA in Finance. In 1993, while still on active duty, he established Weisert Investment Services, Inc. He is believed to be the only person to achieve CFP® certification while serving in active duty military status.
After retiring from the Navy in 2000, Roy entered Civil Service while continuing to provide investment services. His 2007 doctoral dissertation on Investment Strategies forms the foundation for the methodologies used in TSP TIPS today.
Investment Philosophy
"Our goal is to assist clients in making wiser choices with their money by allowing them to substantially participate in Bull Markets and minimize or sidestep losses during Bear Markets."
Roy's approach uses a Trending Investment Portfolio Strategy (TIPS) based on technical analysis and risk management. The strategy focuses on long-term wealth preservation.
