John Gergurich, Cfp®, Cpwa®, Aif® Email and Phone Number
John Gergurich, Cfp®, Cpwa®, Aif® work email
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John Gergurich, Cfp®, Cpwa®, Aif® personal email
John Gergurich, Cfp®, Cpwa®, Aif® phone numbers
I am President of Scripps Wealth Management - a Wealth Advisory Firm that has been in business with its predecessor firms for over 40 years and has the size and scope necessary to provide you with a high level of knowledge and experience to help you reach your financial objectives.I understand that each of our clients has different situations calling for specialized attention from a financial perspective as well as a tax perspective. I believe my approach differs from others because we tailor our services to address your financial and tax matters collectively rather than on their own. All issues are brought together by using the highest fiduciary standard of care with each client, I implement this philosophy to compose a plan that addresses a client's issues individually and on whole to find the greatest benefit for the client. Could you benefit from straight-forward, professional guidance and the convenience from one firm? Let me help you bring the financial pieces of your life together.Advisory Services offered through Capital Analysts LLC or Lincoln Investment Planning LLC Registered Investment Advisers. Securities offered through Lincoln Investment Planning LLC, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.comScripps Wealth Management and the above firms are independent, and not affiliated.This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful. Interactive and static content provided by third parties are not prepared by the firm, endorsed by the firm, nor verified by the firm. Such content should not be used to make an investment decision.
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Wealth Management AdvisorScripps Wealth Management Aug 2014 - PresentSan Diego, Ca, UsI have been in the tax and financial field since 2000. I specialize in a variety of solutions including financial planning, tax planning and preparation, investment management, estate and insurance planning. I use my Knowledge to help achieve my client's goals. I earned a Bachelors of Science in Accountancy from National University. I hold FINRA Series 7 and 66 securities registrations and life and health insurance license in CA (Lic #0G18426). I also am a practicing CERTIFIED FINANCIAL PLANNER™ professional. In addition, I have also achieved the CLU® - the Chartered Life Underwriter designation from the American College and the AIF® - Accredited Investment Fiduciary from fi360. Tax services are not offered through, or supervised by, Lincoln Investment or Capital Analysts, LLC. -
Financial & Tax AdvisorScripps Wealth Management Jan 2006 - Aug 2014San Diego, Ca, Us
John Gergurich, Cfp®, Cpwa®, Aif® Skills
John Gergurich, Cfp®, Cpwa®, Aif® Education Details
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National UniversityMajor In Accountancy -
Boston UniversityFinancial Planning -
The American College Of Financial ServicesInsurance & Risk Management -
Yale School Of ManagementAdvanced Wealth Management
Frequently Asked Questions about John Gergurich, Cfp®, Cpwa®, Aif®
What company does John Gergurich, Cfp®, Cpwa®, Aif® work for?
John Gergurich, Cfp®, Cpwa®, Aif® works for Scripps Wealth Management
What is John Gergurich, Cfp®, Cpwa®, Aif®'s role at the current company?
John Gergurich, Cfp®, Cpwa®, Aif®'s current role is President - Scripps Wealth Management.
What is John Gergurich, Cfp®, Cpwa®, Aif®'s email address?
John Gergurich, Cfp®, Cpwa®, Aif®'s email address is jg****@****fin.com
What is John Gergurich, Cfp®, Cpwa®, Aif®'s direct phone number?
John Gergurich, Cfp®, Cpwa®, Aif®'s direct phone number is +185827*****
What schools did John Gergurich, Cfp®, Cpwa®, Aif® attend?
John Gergurich, Cfp®, Cpwa®, Aif® attended National University, Boston University, The American College Of Financial Services, Yale School Of Management.
What skills is John Gergurich, Cfp®, Cpwa®, Aif® known for?
John Gergurich, Cfp®, Cpwa®, Aif® has skills like Portfolio Management, Investments, Financial Planning, Wealth Management, Tax, Estate Planning, Asset Management, Asset Allocation, Retirement, Investment Advisory, Insurance Planning, Retirement Planning.
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