John Bahr

About John Bahr

John places a priority on personal attention and client service. John has been serving clients for over 30 years with a distinctive combination of education, training and personalized service.John attended the University of Delaware, receiving his Bachelor of Arts degree in 1988. He was originally trained by his father in the institutional bond business and earned the Chartered Retirement Plans Specialist (CRPS) designation.John specializes in retirement income. His clientele is in the NC Triangle and throughout the US. He is active in the community and is the past President of Triangle Professionals and he is active on non-profit boards. He has been teaching martial arts for over 35 years. John, his wife, Elaine, and children, Vivian, Molly, Mack and Miller, live in Durham, North Carolina.Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of CO,DE,FL,GA,MD,MI NC,NJ,OH,PA,SC,VA.

Experience

1. Independent Financial Advisor

   Osaic

   Jul 2018 — Present · Raleigh-Durham, NC, US

   John places a priority on personal attention and client service. John has been serving clients for over 30 years with a distinctive combination of education, training and personalized service.John attended the University of Delaware, receiving his Bachelor of Arts degree in 1988. He was originally trained by his father in the institutional bond business and earned the Chartered Retirement Plans Specialist (CRPS) designation.John specializes in retirement income. His clientele is in the Triangle and throughout the US. He is active in the community and is the past President of Triangle Professionals and he is active on non-profit boards. He has been teaching martial arts for over 35 years. John, his wife, Elaine, and children, Vivian, Molly, Mack and Miller, live in Durham, North Carolina.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of CO,DE,FL,GA,MD,NC,NJ,OH,PA,SC,VA.

Education

• University of Delaware

  Bachelor of Arts, English

  1982 — 1988

Skills

• Retirement Planning
• Insurance Planning
• Retirement
• Bonds
• Investment Strategies
• Alternative Investments
• Wealth Strategies
• Wealth Preservation Planning
• Small Business
• Wealth Transfer
• Investments
• Asset Allocation
• Mutual Funds
• Risk Management
• Financial Advisory
• Ira's
• Annuities
• Long Term Care
• Equities
• Insurance
• 401k
• Wealth Accumulation
• Capital Markets
• Securities