John Sklencar, Cpfa, Rfc Email and Phone Number
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John Sklencar, Cpfa, Rfc personal email
John Sklencar, Cpfa, Rfc phone numbers
"Physicians Private Client Group (PPCG) is an award-winning Wealth Management Firm based in Southeastern PA. We help employers and employees Optimize their Retirement Plans."PPCG also designs and implements Retirement Income strategies for retirees and pre-retirees based on Professor Wade Pfau RISA principles and his retirement research.Over the past 30+ years, we have helped hundreds of physicians, dentists and medical professionals survive and enjoy their retirement comfortably despite volatile markets, covid19, 2008-2009 economic crisis, Y2K, 9/11/2001, Tech Bubble of 2002, Crash of '87. Award Recipient - "Influencer of Finance in Wealth Management" by the Philadelphia Inquirer, Daily News and Philly.comRecognized as one the best Financial Advisors for Physicians and Dentists by Medical Economics and Dental Practice News. To learn more about Physicians Private Client Group visit: www.PhysiciansWealthAdvisor.com "Securities, Insurance and Advisory Services offered through FSC Securities Corporation, Member FINRA/SIPC and A Registered Investment Advisor. PPCG is not affiliated with FSC Securities Corporation nor is it registered as a Broker/Dealer or Investment Advisor."Inquirer Influencer of Finance was awarded by Philadelphia Media Network who accepted nominations of professionals from all areas of the financial advisory industry and determined nominees’ eligibility based on the following criteria: professional accomplishments, community involvement, and leadership and promise.
Physicians Private Client Group
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President And Fiduciary Wealth AdvisorPhysicians Private Client Group Jan 2010 - PresentPlymouth Meeting, Pa, Us
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President And Wealth AdvisorPhysicians Private Client Group Dec 2010 - PresentPlymouth Meeting, Pa, UsFounded Physicians Private Client Group to better serve the unique Retirement, Investment, Insurance and Financial Planning needs of Physicians, Dentists, Medical Practices, Professionals, Hospitals, and Accredited Investors.Through our affiliation with Advisor Group and FSC Securities Corporation, developed a diverse network of multi-disciplinary advanced planning industry experts including Actuaries, Attorneys, CPAs, Employee Benefits, Insurance, Long-term Care, Pension, record-keeper providers who are knowledgeable in all aspects of Wealth Accumulation, Preservation, Transfer and Protections Strategies. Launched "Physicians/Dentists - eWealth Tool" to help simplify, streamline, organize, consolidate and co-ordinate complex financial affairs with designated family members and their key trusted advisors. 610.940.1733 l info@PhysiciansWealthAdvisor.com l www.PhysiciansWealthAdvisor.com
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Registered Principal And Financial AdvisorFsc Securities Corporation Apr 1994 - PresentAtlanta, Georgia, UsImplemented highly customized, cost-effective, tax-efficient Wealth Accumulation, Preservation, Protection, Distribution and Transition strategies for Physicians, Dentists, Medical Practices, Professionals, Hospitals and Accredited Investors. -
Senior Financial AdvisorAma Investment Advisors Apr 1989 - 1994As a Senior Financial Advisor for AMA Investment Advisors, a wholly-owned subsidiary of the American Medical Association, I travelled the country helping doctors transition from Private Practice into retirement. Delivered comprehensive retirement, investment, insurance and estate planning advice, and conducted financial educational workshops. Workshop hosted at state, county and specialty medical societies. Provided hundreds of physicians evaluate pension options and develop retirement income and distribution strategies to last their lifetimes.
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Registered RepresentativeMeritor Financial Group Sep 1986 - Sep 1988Provided investment advice for bank & discount brokerage customers primarily focused on mutual funds, stocks and bonds.
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Registered RepresentativeDelaware Valley Financial Group Agency For Provident Mutual Life Insurance Company Sep 1984 - Apr 1986Worked with residents, interns and fellows at Philadelphia area hospitals to implement risk management foundations primarily focused on tailor-made Life and Disability programs for medical professionals.
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Multi-Line AgentJohn Hancock Financial Services Sep 1982 - Sep 1984Boston, Ma, UsMarketed Life, Health and Property & Casualty insurance for John Hancock Companies and Sentry Insurance as part of initial training program. -
Co-Op Intern Through Drexel UniversityInternal Revenue Service Jun 1980 - Sep 1982Washington, District Of Columbia, UsInternal Auditor Co-op Trainee.
John Sklencar, Cpfa, Rfc Skills
John Sklencar, Cpfa, Rfc Education Details
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Drexel University'S Lebow College Of BusinessAccounting -
Cardinal Dougherty High SchoolCollege Prep
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The Wharton SchoolNuveen Advanced Investment Management Consulting Workshop - Wealth Management Services
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Cannon Financial Institute - Georgia Tech Global Learning CenterCertified Wealth Strategist
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The American College Of Financial ServicesClu Candidate
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Drexel University'S Lebow College Of BusinessAccounting
Frequently Asked Questions about John Sklencar, Cpfa, Rfc
What company does John Sklencar, Cpfa, Rfc work for?
John Sklencar, Cpfa, Rfc works for Physicians Private Client Group
What is John Sklencar, Cpfa, Rfc's role at the current company?
John Sklencar, Cpfa, Rfc's current role is Award Winning Fiduciary Wealth Advisor Helping Employers and Employees Optimize Retirement..
What is John Sklencar, Cpfa, Rfc's email address?
John Sklencar, Cpfa, Rfc's email address is in****@****sor.com
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John Sklencar, Cpfa, Rfc's direct phone number is +161094*****
What schools did John Sklencar, Cpfa, Rfc attend?
John Sklencar, Cpfa, Rfc attended Drexel University's Lebow College Of Business, Cardinal Dougherty High School, The Wharton School, Cannon Financial Institute - Georgia Tech Global Learning Center, The American College Of Financial Services, Drexel University's Lebow College Of Business.
What are some of John Sklencar, Cpfa, Rfc's interests?
John Sklencar, Cpfa, Rfc has interest in Investing, Gardening, Snow Skiing, Philadelphia Sports Fan, Boating And Water Sports, Reading, Computer Technology, Golf, Fishing.
What skills is John Sklencar, Cpfa, Rfc known for?
John Sklencar, Cpfa, Rfc has skills like Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Retirement Plan Consulting, Pensions, 401k, Retirement Solutions, Retirement Income Strategies, Retirement Plan Distribution, Financial Planning, Financial Advisory.
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