President And Fiduciary Wealth Advisor
Current
Jan 2010 - Present
AeroLeads people directory · profile
John Sklencar, Cpfa, Rfc Email & Phone Number
Award Winning Fiduciary Wealth Advisor Helping Employers and Employees Optimize Retirement.
at
Physicians Private Client Group
2 work emails found
@physicianswealthadvisor.com
5 phones found area 610 and 215
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Award Winning Fiduciary Wealth Advisor Helping Employers and Employees Optimize Retirement.
Location
Greater Philadelphia, United States
Who is John Sklencar, Cpfa, Rfc? Overview
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Quick answer
John Sklencar, Cpfa, Rfc is listed as Award Winning Fiduciary Wealth Advisor Helping Employers and Employees Optimize Retirement. at Physicians Private Client Group, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at physicianswealthadvisor.com, phone signal with area code 610, 215, and a matched LinkedIn profile for John Sklencar, Cpfa, Rfc.
John Sklencar, Cpfa, Rfc previously worked as President and Fiduciary Wealth Advisor at Physicians Private Client Group and President and Wealth Advisor at Physicians Private Client Group. John Sklencar, Cpfa, Rfc holds Bs, Accounting from Drexel University'S Lebow College Of Business.
Company email context
Email format at Physicians Private Client Group
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*@physicianswealthadvisor.com
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AeroLeads found 2 current-domain work email signals for John Sklencar, Cpfa, Rfc. Compare company email patterns before reaching out.
Profile bio
About John Sklencar, Cpfa, Rfc
"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.
Listed skills include Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, and 46 others.
Current workplace
John Sklencar, Cpfa, Rfc's current company
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8 roles
John Sklencar, Cpfa, Rfc work experience
A career timeline built from the work history available for this profile.
President And Wealth Advisor
CurrentFounded 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
Dec 2010 - Present
Registered Principal And Financial Advisor
CurrentImplemented highly customized, cost-effective, tax-efficient Wealth Accumulation, Preservation, Protection, Distribution and Transition strategies for Physicians, Dentists, Medical Practices, Professionals, Hospitals and Accredited Investors.
Apr 1994 - Present
Senior Financial Advisor
Ama Investment Advisors
As 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.
Apr 1989 - 1994
Registered Representative
Meritor Financial Group
Provided investment advice for bank & discount brokerage customers primarily focused on mutual funds, stocks and bonds.
Sep 1986 - Sep 1988
Registered Representative
Delaware Valley Financial Group Agency For Provident Mutual Life Insurance Company
Worked 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.
Sep 1984 - Apr 1986
Multi-Line Agent
Marketed Life, Health and Property & Casualty insurance for John Hancock Companies and Sentry Insurance as part of initial training program.
Sep 1982 - Sep 1984
Jun 1980 - Sep 1982
6 education records
John Sklencar, Cpfa, Rfc education
Bs, Accounting
Drexel University'S Lebow College Of Business
High School Diploma, College Prep
Cardinal Dougherty High School
Nuveen Advanced Investment Management Consulting Workshop - Wealth Management Services
The Wharton School
Certified Wealth Strategist
Cannon Financial Institute - Georgia Tech Global Learning Center
Chfc, Cfp, Clu Candidate
The American College Of Financial Services
Bachelor'S Degree, Accounting
Drexel University'S Lebow College Of Business
FAQ
Frequently asked questions about John Sklencar, Cpfa, Rfc
Quick answers generated from the profile data available on this page.
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 Physicians Private Client Group?
John Sklencar, Cpfa, Rfc is listed as Award Winning Fiduciary Wealth Advisor Helping Employers and Employees Optimize Retirement. at Physicians Private Client Group.
What is John Sklencar, Cpfa, Rfc's email address?
AeroLeads has found 2 work email signals at @physicianswealthadvisor.com for John Sklencar, Cpfa, Rfc at Physicians Private Client Group.
What is John Sklencar, Cpfa, Rfc's phone number?
AeroLeads has found 5 phone signal(s) with area code 610, 215 for John Sklencar, Cpfa, Rfc at Physicians Private Client Group.
Where is John Sklencar, Cpfa, Rfc based?
John Sklencar, Cpfa, Rfc is based in Greater Philadelphia, United States while working with Physicians Private Client Group.
What companies has John Sklencar, Cpfa, Rfc worked for?
John Sklencar, Cpfa, Rfc has worked for Physicians Private Client Group, Fsc Securities Corporation, Ama Investment Advisors, Meritor Financial Group, and Delaware Valley Financial Group Agency For Provident Mutual Life Insurance Company.
How can I contact John Sklencar, Cpfa, Rfc?
You can use AeroLeads to view verified contact signals for John Sklencar, Cpfa, Rfc at Physicians Private Client Group, including work email, phone, and LinkedIn data when available.
What schools did John Sklencar, Cpfa, Rfc attend?
John Sklencar, Cpfa, Rfc holds Bs, Accounting from Drexel University'S Lebow College Of Business.
What skills is John Sklencar, Cpfa, Rfc known for?
John Sklencar, Cpfa, Rfc is listed with skills including Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Retirement Plan Consulting, Pensions, 401K, and Retirement Solutions.
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