John Piershale, CFP® John Piershale Wealth Management

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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.

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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

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