Registered Principal@ Strategic Planning Group, Inc.
Indianapolis, Indiana, United States
John Wood
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Ball State University
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FlashIntel GPTJohn Wood is a highly experienced financial professional with 39.4 years of work experience. He specializes in retirement planning, estate planning, wealth management, and investment advisory. Based in Indianapolis, Indiana, John has worked at reputable companies such as Strategic Planning Group, Inc. and Cambridge Investment Research, Inc. He has a strong background in executive benefits planning and retirement planning. With his expertise in financial services, John has made significant contributions to the industry throughout his career.
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About
Specialties: Financial Planning, Investment Management, Qualified Retirement Plans, Executive Benefits Planning, Retirement Planning, Estate Planning
Work Experience
Registered Principal
Financial Services
John Wood's Professional Milestones
- Investment Advisory Rep (2000-08-01~2006-05-01): Provided strategic guidance to clients, optimizing their investment portfolios for maximum returns.
- Investment Advisory Representative (2000-08-01~2006-05-01): Developed and implemented effective investment strategies to consistently exceed client expectations and drive business growth.
Education
Finance,
Bachelors,
Bachelor Of Science
1978-1982Skill
Retirement Planning
Estate Planning
Wealth Management
Investment Advisory
Qualified Retirement Plans
Financial Advisory
Finra
Securities
Retirement
Finance
401k
Employee Benefits
Certification
Colleagues
Mike Flanders
Financial Coach
Kerry Zerla
Certified Public Accountant
Christopher McCauley
Certified Financial Planner
Bob Gray
president at strategic planning group inc
Chrissie Devlin
office manager at strategic planning group inc
Other Named John Wood
Frequently asked questions
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John Wood's social media include: Linkedin,
John Wood works for Strategic Planning Group, Inc.
John Wood's role in Strategic Planning Group, Inc. is Registered Principal
John Wood works in the industry of Financial Services
John Wood's colleagues are Mike Flanders,Kerry Zerla,Christopher McCauley
John Wood's latest job experience is Registered Principal at Strategic Planning Group, Inc.
John Wood's latest education in Ball State University
