John C. Panter

Helping business professionals build their financial HEALTH. Wealth Management is more than just investments.

Role: Registered Representative at Plan To Invest Capital Management, Inc
Location: Denver, CO, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About John C. Panter

Helping clients create through an empowering experience building confidence which moves…

Experience

Registered Representative
Plan To Invest Capital Management, Inc
Jun 2010 — Present · Detroit, MI, US
Working with individuals interested in building wealth through brokerage and money management solutions, I provide investment recommendations aimed at meeting each client’s financial objectives. By establishing and nurturing client relationships, I am able to propose valuable solutions to align with their goals and help plan for their financial future. Financial assessment Portfolio planning Progress monitoring Annual review and rebalancing

Education

University of Missouri-Columbia, School of Medicine
Master of Social Work - MSW, Clinical Psychology
1980 — 1982
University of Missouri-Columbia
Masters, Science
University of Denver
Adult and Continuing Education

Contact information

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Work email
•••••@pticm.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••69

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Current company

Plan To Invest Capital Management, Inc

Financial Services · 3 employees · Founded 2009 · Denver, Colorado, United States

A financial advisory, Plan to Invest, Capital Management provides a variety of services to help our clients make smart decisions about their money. Taking a holistic approach to financial planning and wealth management, PTICM employs our proprietary assessment model to assemble a comprehensive view of our clients’ financial life, creating a plan forward that translates into a compelling financial future. The foundation of Plan to Invest, Capital Management\'s philosophy is in creating a business plan for life. We take a business view when assessing your estate and life vision, and couple that with the fundamentals of your day to day needs. Developing financial scenarios for now and in the future, we explore the full spectrum of financial considerations, accounting for life evolution and changes. Our goal is to educate and inform, in-order-to help guide our clients toward achieving financial confidence Life is dynamic as are your financial needs, that is why PTICM develops portfolios that are both effective and John C. Panter, founder and CEO of Plan to Invest, Capital Management has been in the financial services industry since Following a career as a clinical social worker and therapist, John applied his collective experience to financial planning and wealth management, developing his proprietary Wealth Management process. Working with clients in dedicated categories, including physician and physician-owned businesses, telecommunications and aerospace, John has cultivated a portfolio of experience that aligns with his clients’ needs.

pticm.com

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About John C. Panter

Experience

Registered Representative

Education

University of Missouri-Columbia, School of Medicine

University of Missouri-Columbia

University of Denver

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