John Cpm

John Cpm

Wealth Advisor & Chief Investment Officer at Modernize Wealth | Phoenix, Arizona, United States

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Work Experience

Modernize Wealth

Wealth Advisor & Chief Investment Officer

2017-01-01 — Present

UBS

First Vice President - Wealth Management

2012-05-01 — 2017-11-01

University of Phoenix

Faculty

1997-09-01 — 2012-12-01

Smith Barney

First Vice President

1993-06-01 — 2012-05-01

Chapman University

Adjunct Faculty

1988-05-01 — 1996-12-01

Skills

business exit planning 401 advice retirement planning tax optimization investment advice cash flow management financial planning investment performance analysis roth & rollover investment management

Languages

No languages available.