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John Findley, CRPC®

John Findley, CRPC®

Financial Planner (CA Insurance License #0B65506)

John Findley is an investment advisor representative affiliated with Retirement Security Centers. He began his career in 1989 in the financial services industry with Lincoln National Life Insurance Company in Fort Wayne, Indiana and with Lincoln Financial Advisors in 1995. Since then, he has been recognized as a top financial advisor with a national firm.

Currently, John has an aggregated client base with assets totaling over $500 million. By specializing in advisory accounts, he helps provide more sophisticated portfolios and brings a higher level of management options, including tax efficiency, to his clients. John and his team assist in solving the complex problems of executives, business owners, physicians and other healthcare workers. John continues to build a team of professionals who service his clients in the areas of retirement income planning, risk management, and estate planning needs.

“My goal is for my clients to have a high probability for success in reaching their lifetime cash flow needs and estate distribution goals. I believe the definition of ‘money’ is ‘purchasing power,’ meaning we must focus on helping maintain clients’ standard of living while outperforming inflation.”

John received a B.S. in Business with a concentration in Finance from Indiana University in 1991. He continues to pursue both financial and industry designations, and places a high level of importance on continuing education. John’s knowledge of personal finance has been instrumental in helping clients with their long-term financial goal setting and planning.