John Foard
Helping You Grow, Access & Protect Your Wealth In The Most Tax-Advantaged Methods Available
- Role
- Managing Partner Co-founder at Crown Advisors, Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About John Foard
In America, there are two tax systems: one for the informed and one for the uninformed…
Experience
Managing Partner Co-founder
Jan 2021 — Present · Charlotte, NC, US
At Crown Private Wealth, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of professionals and individuals with an extensive background in addressing your particular financial needs.Advisory services are offered by Crown Private Wealth, LLC a Registered Investment Advisor in the State of North Carolina. Being registered as a registered investment adviser does not imply a certain level of skill or training. Crown Private Wealth, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. For a complete description of investment risks, fees and services, review the CPW firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting CPW.The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of North Carolina or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
Appalachian State University
Bachelor of Science in Business Administration
1995 — 1999
Skills
- Mutual Funds
- Wealth Management
- Insurance
- Investment Strategies
- Investments
- Portfolio Management
- Management
- Retirement Planning
- Financial Services
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