John Iammarino
I work with successful professionals and entrepreneurs to solidify wealth and secure legacies through strategic tax benefits, higher contribution limits, and tax-free medical savings.
- Role
- Financial Advisor at Securus Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About John Iammarino
As a Financial Advisor at Securus Financial, I work with successful professionals and…
Experience
Financial Advisor
Jan 2012 — Present
WHAT WE DO:We offer personalized financial strategies for \"middle-class millionaires,\" business owners, and professionals, aligning money with life goals. Combining coaching with retirement and investment planning, we use tools like Riskalyze to ensure tailored, effective wealth management for long-term success and security. HOW I DO IT:We prioritize your unique financial needs and goals. Our \"Shield Your Retirement\" process creates tailored plans for retirement income, tax strategies, and investment management, ensuring your wealth is protected and grows in line with your long-term aspirations and lifestyle. WHAT MAKES ME DIFFERENT:We deliver unique, client-centered financial planning, aligning strategies with your life goals. Our dedicated team ensures tailored guidance, meeting your individual needs and aspirations with personalized care and detailed strategies that go beyond standard financial advice. Want To Learn More: 85••••••10 j•••@gosecurus.com High-Income Retirement Planning|Tax Reduction Strategies |Cash Balance Pension Plans|ERISA Company Plans Disclosures:Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker-dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Securus Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Education
National Social Security Association
Certified National Social Security Advisor NSSA
2013
Yale School of Management
Certified Private Wealth Advisory Program
Investments and Wealth Institute
RMA Accreditation - Retirement Management Advisor, Retirement Planning
Certified Medicaid Planner
Medicaid Planning and Protection of Assets from Nursing Home
2013
Investments & Wealth Institute
RMA Accreditation - Retirement Management Advisor, Advanced Retirement Planning
San Diego State University
Bachelor of Science (B.S.)
2006
Skills
- Equities
- Investment Management
- Investments
- Fixed Annuities
- Personal Finance
- Iras
- Series 65
- Wealth
- Estate Planning
- Business Planning
- Retirement
- Investment Advisory
- Small Business
- Retirement Planning
- Financial Advisory
- Wealth Management
- Money Management
- Strategic Financial Planning
- Finance
- Insurance
- Financial Risk
- Portfolio Management
- Wealth Management Services
- Financial Education
- Strategic Planning
- Financial Planners
- Long Term Care Insurance
- 401k Rollovers
- Life Insurance
- Long-Term Care
- Social Security
- Health Insurance
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