John Oestreich

About John Oestreich

E: j•••@37wealth.com Strategic…

Experience

1. Partner

   37 Wealth

   Sep 2018 — Present

   WHAT WE DO: The ‘Wealth’ in the name is probably both obvious, in its description of our practice as one that gives financial advice, and hopefully meaningful in that it expresses our desire for simplicity. People’s financial lives can be incredibly complicated, but we believe the job of a planning team is to distill that into something that is simultaneously plain and useful. We hope to both educate clients on the ‘Whys’ and to make their implementation, however complicated, seem painless. HOW WE DO IT: Understanding the environment, process, and path to success of your financial future empowers you to work towards maximizing your planning opportunities to achieve your financial goals. It\'s not more money, more problems, it\'s more money, more solutions. We help you: Develop a flexible and dynamic Financial Plan that is sustainable to the fluctuant nature of your career Review, monitor and adjust your plan to the changes in your life or goals, including career transitions Educate all along the way. An informed investor is a smarter investor. Knowledge coupled with guidance from a financial professional is a powerful combination WHAT MAKES US DIFFERENT: As a former sales executive and a financial advisor for over 20 years. I have had the privilege of leading a $236m revenue sales unit of a publicly-traded company. This experience has been a great resource to business owners, sales executives and top performers to pair their demands with the specialized financial planning elements to pursue the financial goals of my clients. I am passionate about knowing your challenges, and am prepared to offer meaningful solutions no matter what stage in life you are in! Want To Learn More: 40••••••38 j•••@37wealth.com John Oestreich is an LPL Financial Advisor offering securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.