John Barringer Cfp®

John Barringer Cfp® Email and Phone Number

Financial Planning for people with complex Equity Compensation. Executive Wealth Planning A member of Cetera Advisor Networks LLC, Member FINRA/SIPC @ myStockOptions.com
John Barringer Cfp®'s Location
Denver Metropolitan Area, United States
John Barringer Cfp®'s Contact Details

John Barringer Cfp® personal email

John Barringer Cfp® phone numbers

About John Barringer Cfp®

I’m a CERTIFIED FINANCIAL PLANNER™ with over 35 years of experience in the investment and wealth management industry. I specialize in helping high net worth executives and executives at public companies with investment management, retirement planning and risk management. After graduating from University of Colorado Boulder, I started my career in financial services. I spent several successful years at Morgan Stanley as a Branch Manager, Financial Advisor and a Executive Financial Services (EFS) Director. However, I knew financial planning was where I wanted to be…and in 2015, I founded Executive Wealth Planning. In 2022 we joined The Cetera Advisor Network*Based in Greenwood Village, Colorado, Executive Wealth Planning specializes in providing investment and retirement consulting as well as asset management services for employees and executives of public companies. Our mission is to help you maximize the value of your employee benefits package including your stock options, deferred compensation and equity compensation. We offer professional advice to help make you comfortable with your financial choices and fully understand the value of your compensation package.Whether you’re investing to build wealth, protect your family or preserve your assets, our personalized service focuses your needs, wants and long-term goals. After we learn more about you, we’ll help you identify the personal finance strategies that can improve your lifestyle today and provide the foundation for a sound (maybe even early) retirement in the years ahead.If you have questions about your employee pay package and your equity compensation or if you want to start planning for retirement, let’s talk. I look forward to working with you.*I am an Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity Address of record: 5655 S YOSEMITE STE 300 GREENWOOD VILLAGE, CO 80111

John Barringer Cfp®'s Current Company Details
myStockOptions.com

Mystockoptions.Com

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Financial Planning for people with complex Equity Compensation. Executive Wealth Planning A member of Cetera Advisor Networks LLC, Member FINRA/SIPC
John Barringer Cfp® Work Experience Details
  • Executive Wealth Planning Member Of Cetera Advisor Networks Llc, Member Finra/Sipc
    Certified Financial Planner
    Executive Wealth Planning Member Of Cetera Advisor Networks Llc, Member Finra/Sipc Jan 2015 - Present
    Greater Denver Area
    Executive Wealth Planning is a full-service financial planning and asset management firm specializing in equity compensation and retirement planning and a member of Cetera Advisor Networks*, since 2022. We help corporate executives and their families build wealth to maintain a lifetime income stream and sustain a post-retirement lifestyle. Equity compensation confuses even the most sophisticated executives, we help you understand your benefits package and offer advice to help you manage the… Show more Executive Wealth Planning is a full-service financial planning and asset management firm specializing in equity compensation and retirement planning and a member of Cetera Advisor Networks*, since 2022. We help corporate executives and their families build wealth to maintain a lifetime income stream and sustain a post-retirement lifestyle. Equity compensation confuses even the most sophisticated executives, we help you understand your benefits package and offer advice to help you manage the value as well as minimize the risk of your employer-sponsored equity compensation and retirement plans.*I am an Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity Address of record: 5655 S YOSEMITE STE 300 GREENWOOD VILLAGE, CO 80111 Show less
  • Mystockoptions.Com
    Contributing Editor
    Mystockoptions.Com Aug 2000 - Present
    Greater Boston Area
    MyStockOptions.com is the leading provider of web-based educational content and tools for stock options, restricted stock units, performance shares, stock appreciation rights and employee stock purchase plans. The website specializes in making complex stock compensation topics clearly understandable and relatable. I have been a content contributor and a member of the Advisory Board since the initial launch of the site in 2000.
  • Naspp
    President
    Naspp Apr 1993 - Nov 2020
    Greater Denver Area
    The National Association of Stock Plan Professionals (NASPP) is the world’s most-respected association for the equity and executive compensation professional community. For more than 25 years, the NASPP has been a leading provider of expert guidance, resources and education for more than 6,000 stock plan professionals worldwide. The NASPP is also devoted to the promotion of professionalism in the design, administration of and advice to equity compensation plans and their participants at… Show more The National Association of Stock Plan Professionals (NASPP) is the world’s most-respected association for the equity and executive compensation professional community. For more than 25 years, the NASPP has been a leading provider of expert guidance, resources and education for more than 6,000 stock plan professionals worldwide. The NASPP is also devoted to the promotion of professionalism in the design, administration of and advice to equity compensation plans and their participants at publicly traded companies. I was a founding member of the Denver chapter and served as President of the Denver Chapter until 2020. Show less
  • Morgan Stanley
    Director
    Morgan Stanley Dec 2002 - Jan 2015
    Greater Denver Area
    Morgan Stanley is a financial services firm that helps governments, corporations, institutions and individuals around the world achieve their financial goals. As an Executive Financial Services Director, I worked with corporate executives at public companies covered by the firm, who received a portion of their total compensation as company stock. I specialized in equity compensation, financial planning, plan administration consulting and plan participant education.
  • Morgan Stanley
    Branch Manager
    Morgan Stanley Aug 1996 - Dec 2002
    Greater Denver Area
    For more than 75 years, Morgan Stanley has been using innovative thinking to solve complex financial problems. As a Branch Manager, I was an industry leader in modern finance and provided first-class service to clients through a high standard of excellence. The core values of excellence include putting clients first, doing the right thing, leading with exceptional ideas and giving back.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Sep 1986 - Aug 1996
    Greater Denver Area
    As a Vice President and Financial Advisor, I provided financial advice for high-net worth individuals. With company-provided wealth management tools and resources, I created customized financial planning strategies to help build wealth for individual clients and their families. My goal was to deliver comprehensive financial guidance through product knowledge and wealth management advice.

John Barringer Cfp® Skills

Financial Planning Wealth Management Deferred Compensation Portfolio Risk Management Retirement Planning Risk Management Investment Management Employee Benefits Design Executive Compensation Planning Portfolio Management Employee Stock Ownership Plan Equity Compensation Retirement Income Strategies Employee Stock Options Restricted Stock Financial Risk Management Asset Allocation 401k Rollovers Iras Equity Research General Securities Registered Representative Registered Investment Advisor Variable Annuities Mutual Funds Stocks Municipal Bonds Bicycle Repair Wealth Management Services

John Barringer Cfp® Education Details

Frequently Asked Questions about John Barringer Cfp®

What company does John Barringer Cfp® work for?

John Barringer Cfp® works for Mystockoptions.com

What is John Barringer Cfp®'s role at the current company?

John Barringer Cfp®'s current role is Financial Planning for people with complex Equity Compensation. Executive Wealth Planning A member of Cetera Advisor Networks LLC, Member FINRA/SIPC.

What is John Barringer Cfp®'s email address?

John Barringer Cfp®'s email address is jo****@****ers.com

What is John Barringer Cfp®'s direct phone number?

John Barringer Cfp®'s direct phone number is +130335*****

What schools did John Barringer Cfp® attend?

John Barringer Cfp® attended The Wharton School, Santa Clara University Leavey School Of Business, College For Financial Planning, University Of Colorado Boulder.

What are some of John Barringer Cfp®'s interests?

John Barringer Cfp® has interest in Economic Empowerment, Environment, Education, Pizza And Beer Together, Poverty Alleviation, Health.

What skills is John Barringer Cfp® known for?

John Barringer Cfp® has skills like Financial Planning, Wealth Management, Deferred Compensation, Portfolio Risk Management, Retirement Planning, Risk Management, Investment Management, Employee Benefits Design, Executive Compensation Planning, Portfolio Management, Employee Stock Ownership Plan, Equity Compensation.

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