John B.

Background

About John B.

I became a financial adviser because I love helping people achieve their personal and investment goals. There are no investments or strategies that are right (or wrong) for everyone. It is about looking at a client's puzzle pieces and helping them put their pieces together to complete the outcome that is right for them, using a variety of investment strategies. Potential clients and I start our mutual evaluation process with a complimentary conversation about them, because experience has shown me that the most effective wealth management programs are those that respect the source of a client’s wealth, reflect their values and goals, and take into account their reactions to past market extremes. During this exploratory discussion, people who have past experience with advisors, often will tell me that they are surprised by how the entire focus had been on them, and by how much they participated in the creation of a simple and reassuring preliminary action plan. Types of people I help: • People approaching, or in, retirement • People working for private or public entities • Business owners and owners of professional practices • Independently wealthy people John is a graduate of the Marquette University and holds FINRA Series 6, 7, 63, and 65 licenses, in addition to Colorado Life, Health, and Variable Annuity licenses. John has been with Presidential Wealth Management since early 2009 and has been helping clients achieve their goals for over 20 years.