John Goltermann, Cfa, Cgma Email & Phone Number

People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their wealth through our active portfolio management strategy. The Chartered Financial Analyst (CFA®) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.I obtained the CFA designation in September 2001. In order to earn this designation candidates must complete a series of three exams, hold a bachelor’s degree from an accredited institution or have equivalent education or work experience as well as 48 months of qualified, professional work experience. Further, CFA charter holders are obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct.The CFA Institute Code of Ethics and Standards of Professional Conduct, enforced through an active professional conduct program, require CFA charter holders to:• Place their clients’ interests ahead of their own• Maintain independence and objectivity• Act with integrity• Maintain and improve their professional competence• Disclose conflicts of interest and legal matters. The Chartered Global Management Accountant (CGMA®) designation is the premier management accounting credential, indicating you have advanced proficiency in finance, operations, strategy and management. With this credential, you embrace global recognition of your business acumen, ethics and commitment. Registered Representatives of Townsend offer securities through Securities America, Inc., Member FINRA/SIPC and advisory services through Townsend. Townsend and Securities America are not affiliated. Please see website for full disclosures. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Listed skills include Financial Analysis, Asset Managment, Hedge Funds, Asset Allocation, and 29 others.