Partner, Cfp®
Current
May 2019 - Present
AeroLeads people directory · profile
John Satterfield, Cfp® Email & Phone Number
Partner at Stonebridge Wealth Management
at
Stonebridge Wealth Management
2 phones found
area 484
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner at Stonebridge Wealth Management
Location
Berwyn, Pennsylvania, United States
Who is John Satterfield, Cfp®? Overview
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Quick answer
John Satterfield, Cfp® is listed as Partner at Stonebridge Wealth Management at Stonebridge Wealth Management, based in Berwyn, Pennsylvania, United States. AeroLeads shows phone signal with area code 484 and a matched LinkedIn profile for John Satterfield, Cfp®.
John Satterfield, Cfp® previously worked as Partner, CFP® at Stonebridge Wealth Management and Director - Client Relationships, V.P. - Investment Planning, CFP® at Stillwater Capital Advisors. John Satterfield, Cfp® holds B.A., Political Science, Philosophy from Boston University.
Company email context
Email format at Stonebridge Wealth Management
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Stonebridge Wealth Management
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Profile bio
About John Satterfield, Cfp®
We provide comprehensive financial planning and investment management services to cover every step of life, up to and, through retirement. These services include: investment management, estate planning, education cost planning, and income distribution. We work closely with your attorney and CPA to manage your financial situation. The sooner you start planning your retirement, the better your odds are of realizing that date. Our goal is to help clients plan for, and meet, their long term goals through challenging and volatile times, today and in the future. We help people retire with peace of mind.John Satterfield is a Certified Financial Planner ™ professional.
Listed skills include Wealth Management, Investments, Portfolio Management, Finance, and 29 others.
Current workplace
John Satterfield, Cfp®'s current company
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3 roles
John Satterfield, Cfp® work experience
A career timeline built from the work history available for this profile.
Director - Client Relationships, V.P. - Investment Planning, Cfp®
Jan 2012 - May 2019
Financial Advisor, Chartered Retirement Planning Counselor/Crpc
Feb 2006 - Dec 2011
3 education records
John Satterfield, Cfp® education
B.A., Political Science, Philosophy
Education record
The Hill School
Education record
FAQ
Frequently asked questions about John Satterfield, Cfp®
Quick answers generated from the profile data available on this page.
What company does John Satterfield, Cfp® work for?
John Satterfield, Cfp® works for Stonebridge Wealth Management.
What is John Satterfield, Cfp®'s role at Stonebridge Wealth Management?
John Satterfield, Cfp® is listed as Partner at Stonebridge Wealth Management at Stonebridge Wealth Management.
What is John Satterfield, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 484 for John Satterfield, Cfp® at Stonebridge Wealth Management.
Where is John Satterfield, Cfp® based?
John Satterfield, Cfp® is based in Berwyn, Pennsylvania, United States while working with Stonebridge Wealth Management.
What companies has John Satterfield, Cfp® worked for?
John Satterfield, Cfp® has worked for Stonebridge Wealth Management, Stillwater Capital Advisors, and Morgan Stanley Smith Barney.
How can I contact John Satterfield, Cfp®?
You can use AeroLeads to view verified contact signals for John Satterfield, Cfp® at Stonebridge Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did John Satterfield, Cfp® attend?
John Satterfield, Cfp® holds B.A., Political Science, Philosophy from Boston University.
What skills is John Satterfield, Cfp® known for?
John Satterfield, Cfp® is listed with skills including Wealth Management, Investments, Portfolio Management, Finance, Investment Management, Series 7, Alternative Investments, and Asset Management.
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