John Gergurich, Cfp®, Cpwa®, Aif®

John Gergurich, Cfp®, Cpwa®, Aif® Email and Phone Number

President - Scripps Wealth Management @ Scripps Wealth Management
John Gergurich, Cfp®, Cpwa®, Aif®'s Location
San Diego, California, United States, United States
John Gergurich, Cfp®, Cpwa®, Aif®'s Contact Details

John Gergurich, Cfp®, Cpwa®, Aif® work email

John Gergurich, Cfp®, Cpwa®, Aif® personal email

n/a

John Gergurich, Cfp®, Cpwa®, Aif® phone numbers

About John Gergurich, Cfp®, Cpwa®, Aif®

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.

John Gergurich, Cfp®, Cpwa®, Aif®'s Current Company Details
Scripps Wealth Management

Scripps Wealth Management

View
President - Scripps Wealth Management
John Gergurich, Cfp®, Cpwa®, Aif® Work Experience Details
  • Scripps Wealth Management
    Wealth Management Advisor
    Scripps Wealth Management Aug 2014 - Present
    San Diego, Ca, Us
    I 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.
  • Scripps Wealth Management
    Financial & Tax Advisor
    Scripps Wealth Management Jan 2006 - Aug 2014
    San Diego, Ca, Us

John Gergurich, Cfp®, Cpwa®, Aif® Skills

Portfolio Management Investments Financial Planning Wealth Management Tax Estate Planning Asset Management Asset Allocation Retirement Investment Advisory Insurance Planning Retirement Planning Financial Advisory Finance Securities Financial Services Mutual Funds Series 7 Wealth Investment Management Financial Analysis

John Gergurich, Cfp®, Cpwa®, Aif® Education Details

  • National University
    National University
    Major In Accountancy
  • Boston University
    Boston University
    Financial Planning
  • The American College Of Financial Services
    The American College Of Financial Services
    Insurance & Risk Management
  • Yale School Of Management
    Yale School Of Management
    Advanced 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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.