John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® Email and Phone Number
John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® work email
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John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® personal email
John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® phone numbers
About Chichester Financial GroupWe are an independent, full service financial consulting firm specializing in personal wealth and 401(k) advising. With over 20 years of experience, we provide personalized service to our clients and strive to help individuals, families, and business leaders achieve confidence through attainment of their goals. We provide personal wealth clients our attention to detail as we assess their current situation, evaluate and develop goals, then formulate a custom plan to put them on track to achieving their goals. We take the time to create action steps to implement the plan and act as a catalyst to get things done. Partnering with our client’s trusted advisors ensures that the whole team is moving in tandem.Business owners enjoy this same level of personal service dedicated to needs specific to their company’s challenges and opportunities. We are most often called on to advise on 401(k) plans - from creation to transition. We provide an independent, objective review of company needs and develop appropriate plan solutions and then manage assets, oversee fiduciary compliance, and provide employee communication/education. Many businesses may find our review of their current plans and assistance in transitioning them to a more beneficial situation invaluable.Advisory services offered through LPL Financial, a registered investment advisor. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Chichester Financial Group LLC or LPL Financial.
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Founder And CeoChichester Financial Group LlcPhoenix, Az, Us
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Founder/CeoChichester Financial Group Llc Jun 2021 - PresentSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. -
Senior Wealth StrategistTrustbank Wealth Management Dec 2017 - Jun 2021Phoenix, Az, Us -
Senior Financial PlannerFirst Allied Securities Dec 2007 - Dec 2017San Diego, Ca, Us -
Founder/CeoChichester Financial Group Llc Sep 2000 - Dec 2017
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Senior Financial PlannerNew England Financial Apr 2005 - Dec 2007Boston, Ma, Us -
Senior Financial PlannerLincoln Financial Advisors Sep 2000 - Mar 2005Philadelphia, Pennsylvania, Us -
Senior Account ManagerFortis Fund Services, N.V. Mar 1998 - Jun 2000Lived and worked in the Caribbean for a Dutch bank. Managed a department that performed all the accounting and administration work for offshore mutual funds and hedge funds. Responsible for liaising with clients all over the world.
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Vice President - Head Of OperationsGtf Asset Management Oct 1997 - Jan 1998
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ManagerSalomon Brothers May 1995 - Oct 1997
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Senior Financial AnalystLehman Brothers Jan 1994 - Apr 1995Us -
Audit SeniorPwc Sep 1991 - Dec 1993Gb
John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® Skills
John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® Education Details
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Franklin University SwitzerlandPolitical Economy Of Money And Development (With Honors) -
Penn State UniversityAccounting - Magna Cum Laude
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University Of MarylandEconomics
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James Caldwell High SchoolCollege/University Preparatory And Advanced High School/Secondary Diploma Program
Frequently Asked Questions about John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif®
What company does John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® work for?
John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® works for Chichester Financial Group Llc
What is John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif®'s role at the current company?
John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif®'s current role is Founder and CEO.
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What schools did John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® attend?
John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® attended Franklin University Switzerland, Penn State University, University Of Maryland, James Caldwell High School.
What are some of John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif®'s interests?
John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® has interest in Distance Running, Science Fiction/fantasy Novels, Weightlifting, College Park, Caldwell, Pennsylvania State University, Playing With My Kids, Phoenix, University Of Maryland, Gazzo.
What skills is John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® known for?
John J. Chichester, Jr. Cpa, Pfs, Cgma, Cfp®, Aif® has skills like Financial Planning, Wealth Management, Insurance, Estate Planning, 401k, Investments, Retirement Planning, Asset Management, Succession Planning, Business Planning, Public Speaking, Investment Advisory.
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