John Ungerman
Wealth Advisor at Thrivent
Based in Pottstown, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Pottstown
Industry
Financial Services
Company size
8.8K
Contact information
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j•••••••@thrivent.com
Phone
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Background
About John Ungerman
I am a financial professional with more than 15 years of experience helping individuals and families reach their financial goals. I pride myself on matching recommendations to the expressed needs of my clients. I strive to fully understand their aspirations and only then can I help them build their personal financial roadmap. Service after the sale is extremely important to me and my staff and we pride ourselves on the on-going work we do for our clients.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R) CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirementsStates licensed to do business - PA, NJ, DE, MD, VA, SC, KY, TN, CA, WA, OH, FLCalifornia License #0E94436
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