John Piershale, CFP® John Piershale Wealth Management

Contact this advisor

About John Piershale, CFP®

Brings years of experience in the financial services industry.
CERTIFIED FINANCIAL PLANNER™ professional. Member of the National Association of Personal Financial Advisors (NAPFA). Working with a NAPFA-affiliated Financial Advisor means putting you first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors. NAPFA-Registered financial advisors are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. This means we do not sell financial products on commission. Our only purpose is to look out for the clients’ overall financial well-being.

Contact this advisor

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Retirement Planning
  • Social Security
  • Tax Planning

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • Assets Under Management: 1.15%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...