John Schlatter, the youngest of seven children and a New York native, has always understood the true meaning and importance of family and all that it takes to work together in both the good times and the bad. For this reason, choosing to lead a career in wealth planning was an easy decision for John when he graduated with honors from San Diego State in 1987 with a degree in Economics. Since then, he has helped families grow, enjoy and protect their wealth since 1990.
The first time John helped a family settle an estate was when he realized that being a great planner goes far beyond just being highly educated in various disciplines. He recognizes that it is about using that expertise wisely, with integrity, and in a way that ensures his clients that he will follow through on every commitment, detail and promise made to them. Good planning helps the right choices reveal themselves.
In addition to being designated as a CERTIFIED FINANCIAL PLANNER™ (CFP) Professional What distinguishes John from other planners and advisors in the wealth planning industry is his ability to delve into and clearly explain extremely complex wealth transfer techniques as well as wealth management strategies. Typically, a client will have several different advisors that provide these services. However, John’s background allows him the capacity to consult at all levels regarding these two disciplines. In addition, John focuses on each family and each plan with the knowledge that someday the plan will come to fruition, which will be an emotional time for the family and its long-standing advisors.
The first time John helped a family settle an estate was when he realized that being a great planner goes far beyond just being highly educated in various disciplines. He recognizes that it is about using that expertise wisely, with integrity, and in a way that ensures his clients that he will follow through on every commitment, detail and promise made to them. Good planning helps the right choices reveal themselves.
In addition to being designated as a CERTIFIED FINANCIAL PLANNER™ (CFP) Professional What distinguishes John from other planners and advisors in the wealth planning industry is his ability to delve into and clearly explain extremely complex wealth transfer techniques as well as wealth management strategies. Typically, a client will have several different advisors that provide these services. However, John’s background allows him the capacity to consult at all levels regarding these two disciplines. In addition, John focuses on each family and each plan with the knowledge that someday the plan will come to fruition, which will be an emotional time for the family and its long-standing advisors.
John resides in Manhattan Beach, CA with his wife, Bea and five children, Jeremiah, Josiah, Jonathan, Jenna and Jeffrey. He is actively involved in his church, American Martyrs, and various charitable organizations including Children’s Hospital of Orange and Los Angeles Counties.