John Pinkley Email & Phone Number

Primary focus (since 1989) is retirement and investment planning helping clients arrive at a place financially where they can afford to take a “permanent vacation.” A time in life where they are free to do what they want when they want.I also offer institutions all aspects of investment consulting services, from strategy development andinvestment research, to reporting and prudent oversight to assist with fiduciary obligations. I amcommitted to creating a custom investment plan aligned with your organization’s mission and goals. Theservices I am able to provide for institutional clients include:· Investment Policy Review and Development· Asset Allocation Guidance· Investment Search and Selection Assistance· Performance Reporting· Research and Due Diligence· Services and Education for FiduciariesReceived Bachelor of Arts degree in Political Science from the University of Central Florida 1987, the CERTIFIED FINANCIAL PLANNERTM professional certification from the Certified Financial Planner Board of Standards, Denver, Colorado 1998 and Chartered Life Underwriter (CLU) designation from the American College, Bryn Mawr, Pennsylvania 2003.Member of the Financial Planning Association and active in the Central Florida Chapter. Also serve on the executive committee for the National Academy Foundation for Orange and Seminole Counties and a regular contributor to the "Your Money Matters” advice column published weekly by the Orlando Sentinel.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Listed skills include Investments, Retirement, Insurance, Retirement Planning, and 1 others.

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  Senior Vice President, Investments

  Raymond James

  Sep 2002 - Present - Orlando, Florida Area

  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.Raymond James and Associates, Inc., Member New York Stock Exchange/SIPCPlease follow this link to additional disclosures: http://raymondjames.com/smrja.htm

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  University Of Central Florida

  Political Science