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 Financial Professional, CFP |
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ALTUS Wealth Solutions (view firm profile) 3211 Broad Street, Suite 201 San Luis Obispo, CA 93401 jdbuerger@altuswealth.com |
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| Areas of Specialization | All areas of personal finance associated with business owners, professionals and entrepreneurs to help you get the most out of all that money slipping through your fingers every year.... |
| Ideal Client |
Successful business owners or professional who is willing to delegate to and take guidance from a professional so the client can focus their limited time and energy on the things for which they are passionate and at which they excel. |
| About Me | N/A |
| Referrals and References | |
| Client Reviews 0 Positive | 0 Negative |
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| Endorsements | N/A |
| Site Answers | First off, congrats on your choice to learn about life insurance and make that investment. Once there is a wife and child relying on you, life insurance becomes very important. Congratulations as well on your desire to learn about these things rather than taking a salesperson's statements (or anyone else) as fact. In fact, you should compare what I say here to whatever else you hear or learn. There are plenty of hidden agendas in the world of financial services so being informed and careful ... |
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| Blog Entries | N/A |
| Qualifications | |
| Securities Licenses | N/A |
| Insurance Licenses | Long Term Care, Life & Health |
| Financial Service Experience | 7yrs. |
| States Licensed In | CA |
| Willing to do business in other states? | Yes |
| Resume | |
| Work Experience | My work experience started in radio broadcasting where I spent 11 years as an "on-air talent" and operations manager / program director. I left radio to be a business owner. My wife and I still own that business (after 16 years). My success in business led down a path of business consulting which has evolved into financial planning for business owners and professionals. |
| Education | BA - Economics - Middlebury College, 1982 MSFS - The American College (in process) |
| Awards | N/A |
| Associations | FPA - Financial Planning Association |
| Community Involvement | Regional Coordinator - FPA Ventura Chapter Treasurer (former President) - The Laureate Foundation Secretary (former President) - Atascadero Youth Soccer Association Member - Western New York Foundation |
| Publications | N/A |
| Speaking Engagements | N/A |
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