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Cfp® John Buerger

Making Financial Planning SIMPLE, FUN and AFFORDABLE for Everyday People
San Luis Obispo, California, United States
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Cfp® John Buerger

Making Financial Planning SIMPLE, FUN and AFFORDABLE for Everyday People
San Luis Obispo, California, United States
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John Buerger is a financial planner and entrepreneur with a passion for helping middle class families achieve financial stability. He obtained his CFP® designation in 2005 and has since focused on providing accessible, fun, and affordable financial planning tools to help individuals and families take control of their money. Buerger is the CEO, Wealth Coach, and Financial Planner at ALTUS Wealth Solutions, a fee-based advisory firm that operates under the fiduciary standard of care. With specialties in financial solutions for business owners and entrepreneurs and blending the best practices of personal development with financial planning, Buerger is committed to making a positive impact on his clients' financial futures. In addition to his financial planning work, Buerger has a background in operations management and business coaching. He holds a BA in Economics, Philosophy, and English from Middlebury College and a Master of Science in Financial Services (MSFS), Financial Planning and Services from The American College.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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This public profile is provided courtesy of Clay. All information found here is in the public domain.