John C. Panter, Ms Email and Phone Number
John C. Panter, Ms work email
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John C. Panter, Ms personal email
John C. Panter, Ms phone numbers
Helping clients create through an empowering experience building confidence which moves them toward their financial health. However, too often I have seen clients approach their financial lives with no “story” or action plan. Coupling my experience in finances and behavioral health, I apply a broad-based approach in addressing each client's unique needs. Listening to the heart of my clients’ challenges and aspirations, we work together to define their life’s financial health. We provide value based insights that guide in developing a financial plan designed to achieve their goals. Unlike other financial advisors, I collaborate with a collective of investment experts to further maximize the probability of achieving what is most important to my clients. Maintaining on-going dialogue, I remain accessible to discuss any decisions that may impact their short-or-long term financial position. I have served individual clients and in a variety of business categories. To learn more about my approach, email me at johnp@pticm.com.
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Ceo And FounderPlan To Invest Capital Management, Inc. Jul 2009 - PresentGreater Denver Area“Wealth management gives physicians the necessary framework and process for identifying the “big picture” and managing their lives around it instead of focusing on a single aspect.”Focused on client education and a holistic approach to coordinating wealth strategies such as wealth protection, tax mitigation, estate planning, and charitable giving. I work with my clients in establishing financial confidence, by addressing the five leading areas most important to their life’s vision. Evaluating all aspects of their financial life, I uncover not only what keeps them up at night, but their dreams and aspirations. Working in close partnership with my clients, their other close professional advisors and my handpicked team of experts, I come to the planning table with a comprehensive approach to help in solving a full range of challenges toward achieving their life’s vision.☑ Engage in client discovery, evaluating all aspects impacted by their financial goals ☑ Develop total client profile (see media link example)☑ Research and identify investment approach designed to meet their client-specific vision ☑ On-going, long term collaboration addressing changing needs or circumstances ☑ Active account monitoring and quarterly rebalancing -
Registered RepresentativeCim Securities Llc Jun 2010 - PresentGreater Detroit AreaWorking with individuals interested in building wealth through brokerage and money management solutions, I provide investment recommendations aimed at meeting each client’s financial objectives. By establishing and nurturing client relationships, I am able to propose valuable solutions to align with their goals and help plan for their financial future.☑ Financial assessment☑ Portfolio planning☑ Progress monitoring ☑ Annual review and rebalancing
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RepresentativeKestra Financial | Formerly Nfp Securities Jul 2004 - Jun 2010Greater Denver AreaA representative with NFP Securities, I developed and implemented financial plans to help telephone and communications professionals achieve their long-financial goals. With access to a variety of financial products, I focused on implementing solutions that leveraged the full capabilities of NFP Securities. ☑ Assess client’s financial needs to help guide in establishing a financial approach☑ Recommend investments to align with client financial goals☑ Monitor client accounts for optimization opportunities
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Investment AdvisorPelley Group Formerly Capital Investment Management 1995 - 2004Greater Denver AreaDeveloping my skills as a paraplanner and then an investment advisor, I oversaw all research and discovery necessary in developing sound financial plans for our customers. This foundational experienced provided me with an increased level of proficiency when moving into portfolio management, where I developed and services a broad range of clients by providing a variety of financial options to meet their individual needs.
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ParaplannerPelley Group Formerly Capital Investment Management 1995 - 2000
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Clinical Social Worker / Therapist, Msw, LcswPrivate Practice 1990 - 1995A behavior health professional, I utilized Cognitive Behavioral Therapy (CBT) and Dialectical Behavior Therapy (DBT) approaches to help parents and children identify and adopt techniques for addressing behavioral challenges. Applicable to a wide range of health diagnoses, I addressed issues including anxiety, depression and stress and anger management; problem-solving, communication and peer and family relationships.☑ Evidence-based therapy ☑ Patient evaluation and assessment☑ Multi-disciplinary care team collaboration: family | healthcare providers | academic advisors
John C. Panter, Ms Skills
John C. Panter, Ms Education Details
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Science -
Clinical Psychology -
Adult And Continuing Education And Teaching
Frequently Asked Questions about John C. Panter, Ms
What company does John C. Panter, Ms work for?
John C. Panter, Ms works for Plan To Invest Capital Management, Inc.
What is John C. Panter, Ms's role at the current company?
John C. Panter, Ms's current role is Helping professionals build their financial health..
What is John C. Panter, Ms's email address?
John C. Panter, Ms's email address is jo****@****icm.com
What is John C. Panter, Ms's direct phone number?
John C. Panter, Ms's direct phone number is +130322*****
What schools did John C. Panter, Ms attend?
John C. Panter, Ms attended University Of Missouri-Columbia, University Of Missouri-Columbia, School Of Medicine, University Of Denver.
What skills is John C. Panter, Ms known for?
John C. Panter, Ms has skills like Retirement Planning, Personal Financial Planning, Financial Planning, Holistic Financial Planning, Asset Management, Tax Mitigation, Estate Planning, Asset Allocation, Retirement Transision, Endowments, Tax Liability, Charitable Giving.
Who are John C. Panter, Ms's colleagues?
John C. Panter, Ms's colleagues are May Colterjohn, Helen Marshall.
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