Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed our ability for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John M. Gergurich

President - CFP®, AIF®, EA, CLU®

(858) 271-1488

(858) 546-3978

jgergurich@prowealthplan.com

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...

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Ben W. Gergurich, EA

Tax Advisor - Branch Operations Manager

(858) 271-1488

(858) 546-3978

ben@prowealthplan.com

Ben first began his career as tax advisor with Scripps Wealth Management in early 2015. He specializes in individual and small business taxation, tax aspects of investments and retirement, accounting, bookkeeping, payroll and other...

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