Jon Gauthier Cfp®, Apma®, Crpc® Email and Phone Number
Jon Gauthier Cfp®, Apma®, Crpc® personal email
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Let's start by talking about your dreams and goals and projecting your retirement income and expenses. Together, we can address the many options you have for a successful retirement. I look forward to hearing from you!
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President Cfp®, Apma®, Crpc®Gauthier Wealth Management, LlcCharlotte, Nc, Us
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Financial AdvisorIndependent Advisor Representative Through Colarion Llc, An Sec Registered Investment Advisor Sep 2019 - PresentCharlotte, North Carolina, United States
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Financial Advisor, Certified Financial Planner™Jhh Wealth, Llc Nov 2019 - Present
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President Cfp®, Apma®, Crpc®Gauthier Wealth Management, Llc Jun 2017 - PresentCharlotte, North Carolina Area
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Independent Advisor RepresentativeColarion Partners Dec 2023 - May 2024 -
Financial Advisor, Certified Financial Planner™Ameriprise Financial Services, Inc. May 2011 - Dec 201613830 Ballantyne Corp Pl, Ste 200Charlotte, North Carolina 28277Provided comprehensive financial planning and investment advice to clients throughout the Southeast, Mid-Atlantic, Midwest, and West. Doubled production while achieving Certified Financial Planner™ (CFP®) and Acredited Portfolio Management Advisor (APMA®) designations. -
Wealth Management Advisor, Chartered Retirement Planning Counselor®Merrill Lynch Aug 2007 - May 2011Over several years, created an exemplary financial services practice and earned recognition as a Five-Star Wealth Manager in the Charlotte Business Journal and as a Top-Scoring Wealth Manager in Charlotte Magazine. -
DirectorFannie Mae Jan 1996 - Oct 2006Directed Fannie Mae's NC office, working closely with lenders, builders, real estate professionals, and developers to increase responsible homeownership and fight predatory lending.
Jon Gauthier Cfp®, Apma®, Crpc® Skills
Jon Gauthier Cfp®, Apma®, Crpc® Education Details
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Business, Economics, Political Science -
Engineering/Business
Frequently Asked Questions about Jon Gauthier Cfp®, Apma®, Crpc®
What company does Jon Gauthier Cfp®, Apma®, Crpc® work for?
Jon Gauthier Cfp®, Apma®, Crpc® works for Gauthier Wealth Management, Llc
What is Jon Gauthier Cfp®, Apma®, Crpc®'s role at the current company?
Jon Gauthier Cfp®, Apma®, Crpc®'s current role is President CFP®, APMA®, CRPC®.
What is Jon Gauthier Cfp®, Apma®, Crpc®'s email address?
Jon Gauthier Cfp®, Apma®, Crpc®'s email address is jo****@****ail.com
What schools did Jon Gauthier Cfp®, Apma®, Crpc® attend?
Jon Gauthier Cfp®, Apma®, Crpc® attended University Of Michigan, Northwestern Michigan College.
What are some of Jon Gauthier Cfp®, Apma®, Crpc®'s interests?
Jon Gauthier Cfp®, Apma®, Crpc® has interest in Golf, Basketball, Tennis.
What skills is Jon Gauthier Cfp®, Apma®, Crpc® known for?
Jon Gauthier Cfp®, Apma®, Crpc® has skills like Leadership, Business Planning, Team Building, Risk Management, Public Speaking, Diligence, Customer Service, Strategic Planning, Ability To Listen, Education Planning, Employee Benefits, Insurance Agent/broker.
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