John Deglow, Cfp, Aif is a Fiduciary Investment Advisor at American Trust Company. He possess expertise in certified financial planner, strategic financial planning, high net worth individuals, insurance, investment advisory and 12 more skills. Colleagues describe him as "I have had the privilege of knowing John for years as a professional colleague and as a friend. Initially, we served together on the Advisory Board of a large Financial Planning resource provider and I found him to be pragmatic, smart and very capable. In serving on this board together, I found John’s dedication to improving the client and advisor experience to be admirable and profound. Later, John and I would talk together often, strategizing better ways to improve the level and…
Show more" and "John is a wealth management thought leader and champion. I worked with John as he led the charge to establish wealth management as a governing principle in his firm and in the industry. He is a true pioneer in the space, paving the way for new business models, performance measurements, tools, and protocols. His people skills, especially the ability to motivate and drive tasks to completion, are top notch and his domain knowledge is second to none. John would be a solid asset to any…
Show more"
Listed skills include Certified Financial Planner, Strategic Financial Planning, High Net Worth Individuals, Insurance, and 13 others.