John Satterfield, Cfp®

John Satterfield, Cfp® Email and Phone Number

Partner at Stonebridge Wealth Management @ Stonebridge Wealth Management
John Satterfield, Cfp®'s Location
Berwyn, Pennsylvania, United States, United States
John Satterfield, Cfp®'s Contact Details

John Satterfield, Cfp® personal email

John Satterfield, Cfp® phone numbers

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.

John Satterfield, Cfp®'s Current Company Details
Stonebridge Wealth Management

Stonebridge Wealth Management

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Partner at Stonebridge Wealth Management
John Satterfield, Cfp® Work Experience Details
  • Stonebridge Wealth Management
    Partner, Cfp®
    Stonebridge Wealth Management May 2019 - Present
    Berwyn, Pa
    View
  • Stillwater Capital Advisors
    Director - Client Relationships, V.P. - Investment Planning, Cfp®
    Stillwater Capital Advisors Jan 2012 - May 2019
    Wayne, Pa
    View
  • Morgan Stanley Smith Barney
    Financial Advisor, Chartered Retirement Planning Counselor/Crpc
    Morgan Stanley Smith Barney Feb 2006 - Dec 2011
    Berwyn, Pa
    View

John Satterfield, Cfp® Skills

Wealth Management Investments Portfolio Management Finance Investment Management Series 7 Alternative Investments Asset Management Securities Asset Allocation Investment Strategies Financial Advisory Series 63 Insurance Mutual Funds Hedge Funds Equities Financial Services Financial Planners Investment Advisory Financial Analysis Private Equity Fixed Income Bonds 401k Iras Life Insurance Retirement Strategic Financial Planning High Net Worth Individuals Relationship Management Series 6 Asset Managment

John Satterfield, Cfp® Education Details

Frequently Asked Questions about John Satterfield, Cfp®

What company does John Satterfield, Cfp® work for?

John Satterfield, Cfp® works for Stonebridge Wealth Management

What is John Satterfield, Cfp®'s role at the current company?

John Satterfield, Cfp®'s current role is Partner at Stonebridge Wealth Management.

What is John Satterfield, Cfp®'s email address?

John Satterfield, Cfp®'s email address is jo****@****ail.com

What is John Satterfield, Cfp®'s direct phone number?

John Satterfield, Cfp®'s direct phone number is +148494*****

What schools did John Satterfield, Cfp® attend?

John Satterfield, Cfp® attended Boston University, The Hill School, Hobart And William Smith Colleges.

What skills is John Satterfield, Cfp® known for?

John Satterfield, Cfp® has skills like Wealth Management, Investments, Portfolio Management, Finance, Investment Management, Series 7, Alternative Investments, Asset Management, Securities, Asset Allocation, Investment Strategies, Financial Advisory.

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