John Halterman Email and Phone Number
John Halterman work email
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John Halterman personal email
John Halterman phone numbers
John Halterman, best-selling author and nationally published blogger has been featured as a financial guest expert on the TV shows of self-help gurus Brian Tracy and Jack Canfield, author of “Chicken Soup for the Soul”. He has appeared on ABC, FOX, BRAVO, NBC, CBS and A&E. As an authority on wealth management, he has been invited by hundreds of institutions such as universities, federal agencies, professional associations, and large energy and utility corporations to be a guest speaker and educational event host. Event topics include maximizing your retirement, managing down market investment risk, how to reduce your tax burden, and transferring your family wealth in the most tax advantageous way.John is the founder and owner of Beacon Wealth Management, specializing in helping entrepreneurs, professional practitioners and retirees overcome the 4 major challenges facing successful families. He is a warm communicator with a passion for helping people transform their financial futures. John understands the multifaceted set of financial worries people face as they become more successful and enter the retirement redzone. He empathizes personally with each client and delivers a collaborative client experience that empowers people to reach their life goals. With more than two decades of experience, John’s professional credentials include - Certified Wealth Strategist - Accredited Investment Fiduciary - Certified Estate Planner - Chartered Federal Employee Benefits Consultant - Professional Plan Consultant - Registered Financial Consultant - Past member of Ed Slott’s Master Elite IRA Study Group.A native of Weston, West Virginia, John served in the United States Air Force prior to becoming a Wealth Advisor. Today, he resides with his family in Bridgeport, West Virginia. He and his wife, Lisa, have been married since 2005 and have three amazing children. A family-loving man, he enjoys giving back to his community, coaching youth sports, landscaping and architectural design, WV Athletics, an outdoor and racquetball playing enthusiast. --Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Beacon Wealth Management are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
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Certified Wealth StrategistBeacon Wealth Management Aug 1994 - PresentBridgeport, West Virginia, UsBeacon Wealth Management helps select individuals in the Retirement Red Zone, entrepreneurs, and professional practitioners in the greater Bridgeport, West Virginia area, as well as across the country. Our high-touch, client-focused wealth management makes us the first call for affluent investors looking to strengthen their financial health holistically and intentionally.--Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of DC, DE, FL, MD, NC, OH, PA, SC, TN, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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Investment Advisor Rep / Registered RepCambridge Investment Research, Inc. May 2014 - PresentFairfield, Ia, UsDisclosures:Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Beacon Wealth Management operate independently of each other.This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where I am not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Cambridge Investment Research or CIRA. To ensure compliance with certain SEC and FINRA rules, Cambridge Investment Research registered reps do not use client testimonials on social media sites; this includes receiving and/or posting Recommendations, Skills & Expertise or Endorsements. -
Investment Advisor Rep / Registered RepSammons Securities Llc / Sigma Planning Corp Feb 2002 - May 2014
John Halterman Skills
Frequently Asked Questions about John Halterman
What company does John Halterman work for?
John Halterman works for Beacon Wealth Management
What is John Halterman's role at the current company?
John Halterman's current role is Founder and Wealth Advisor of Beacon Wealth Management.
What is John Halterman's email address?
John Halterman's email address is jh****@****mwv.com
What is John Halterman's direct phone number?
John Halterman's direct phone number is +130464*****
What are some of John Halterman's interests?
John Halterman has interest in Children, Economic Empowerment, Wvu Sports, Spending Time Outdoors With His Family, Human Rights, Gardening And Racquetball.
What skills is John Halterman known for?
John Halterman has skills like Retirement Income Strategies, Retirement Solutions, Retirement Planning, Qualified Retirement Plans, Wealth Management, Estate Planning, Investment Strategies, Asset Management, Financial Planning, Investments, Strategic Leadership, Asset Allocation.
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