David St. John Email & Phone Number

David St. John has served in the financial services industry for over thirty years. His primary professional passion is to serve the insurance and financial services needs of families and small businesses with excellence. His secondary professional passion is to provide a mentorship work environment where young workers can be equipped with key business and people skills that will have a positive impact on the rest of their lives.David’s educational background includes a Bachelor of Science from the University of the State of New York, a Masters of Business Administration from National University of San Diego, and a Masters of Science (Accounting and Tax) from Oklahoma State University.Professional designations held by David include Certified Financial Planner®, Chartered Financial Consultant, and Chartered Life Underwriter. David also holds several insurance licenses and securities registrations, including life and health, property and casualty, and series 6, 63, and 7.St. John Financial Group is an independent insurance agency and employee benefits firm. David St. John also offers financial planning, investments and tax services.You can contact David at david@stjohnfinancialgroup.com.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.Please visit www.avantaxwealthmanagement.com/social_policy for more information.

Listed skills include Personal Financial Planning, Retirement Planning, Investments, Employee Benefits, and 10 others.

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  President

  St. John Financial Group, Inc.

  Jan 2005 - Present