Broker Check
John Schooler CFP®, CFS®, ChFC®

John Schooler CFP®, CFS®, ChFC® 

Senior Vice President - Investments

John, a financial advisor since 1993, guides clients through a discovery process by asking, "What's important about money to you?" His advice is customized to match your values and goals.

Specialties: Wealth Management, Financial Strategy, Corporate Bonds

Additional Honors and Awards: John has been named one of San Diego’s 5 Star Wealth Managers five years in a row. Out of 11,499 wealth managers in San Diego, only 28 have received this award 5 years in a row.

Details of this award can be viewed at http://www.sandiegomagazine.com/media/San-Diego-Magazine/February-2011/San-Diego-2011-FIVE-STAR-Wealth-Managers/. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These rating should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Series 4 (Registered Options Principal)

Series 7 (General Securities Brokers License)

Series 24 (General Securities Principal)

Series 53 (Municipal Securities Principal)

Series 63 (Uniform Securities Agent)

Series 65 (Unified Investment Advisor)

 CFP® (Certified Financial Planner)

ChFC (Certified Financial Consultant)

California Life and Health Insurance License with California Long Term Care Certification.