John Ungerman

About John Ungerman

I am a financial professional with more than 15 years of experience helping individuals and families reach their financial goals. I pride myself on matching recommendations to the expressed needs of my clients. I strive to fully understand their aspirations and only then can I help them build their personal financial roadmap. Service after the sale is extremely important to me and my staff and we pride ourselves on the on-going work we do for our clients.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R) CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirementsStates licensed to do business - PA, NJ, DE, MD, VA, SC, KY, TN, CA, WA, OH, FLCalifornia License #0E94436

Experience

1. Wealth Advisor

   Thrivent

   Sep 1997 — Present

   As a wealth advisor, I have in-depth experience in the financial industry. I have completed extensive licensing and accreditation requirements. This allows me to offer you a broader range of products, and assist you with the most complex financial needs. You decide what level of financial management service you want and I will provide it. I\'m part of a team of financial professionals who share my commitment to service. That means I have the opportunity to work one-on-one with you to help you address your financial goals. At the same time, I have access to additional resources and the knowledge of other financial representatives on our team. The result is an in-depth level of service that ensures your specific financial needs and goals are addressed. Today, it\'s common to have multiple financial goals and concerns. That\'s why I take a broad-based approach to serving members. It\'s important to understand how different factors can affect your financial picture. I’ll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. I can also assist you by providing a product- or issue-based solution, or take a values-based approach to preparing for your financial future.Thrivent for Lutherans is a not-for-profit, Fortune 500 financial services membership organization helping approximately 2 million members achieve financial security and give back to their communities. Thrivent and its affiliates offer a broad range of financial products and services including life insurance, annuities, mutual funds, disability income insurance and more. As a not-for-profit organization, Thrivent creates and supports national outreach programs and activities that help congregations, schools, charitable organizations and individuals in need. For more information, visit Thrivent.com.For Thrivent social media guidelines and important disclosures visit Thrivent.com/social

Education

• Drexel University - College of Business and Administration

  Bachelor of Science (BS)

  1970 — 1975

Skills

• Term Life Insurance
• Personal Financial Planning
• Wealth Management Services
• Iras
• Life Insurance
• Charitable Gift Planning
• Investments
• Long Term Care Insurance
• 401k Rollovers
• Mutual Funds
• Fixed Annuities
• Variable Annuities
• Money Management
• Retirement Planning
• Estate Planning