John M. Gergurich

John M. Gergurich

President - CFP®, AIF®, EA, CLU®

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Phone: (858) 271-1488
Fax: (858) 578-4164
E-mail:
 

John has been in the tax and financial field since 2000. John specializes in a variety of solutions including financial planning, tax planning and preparation, investment management, estate and insurance planning. He uses his knowledge to help achieve his clients' goals. John earned his Bachelors of Science in Accountancy from National University. He holds FINRA Series 7 and 66 securities registrations and life and health insurance licenses in AZ and CA. John has also earned the CFP® certification and is a practicing CERTIFIED FINANCIAL PLANNER™ professional. In addition, John has also achieved the CLU® - the Chartered Life Underwriter designation from the American College. Finally, John holds the AIF® designation and is practicing as an Accredited Investment Fiduciary operating with a fiduciary standard of care for each and every client.