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John Pickard

Owner

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John Pickard has been practicing Financial Risk Management since 1987. In 1996, John earned his CFP® (Certified Financial Planner) designation using his skills for personal risk management. His expertise is in Retirement Planning and advises his clientele how to prepare for retirement and how to manage assets when in retirement. His motto, “Never Lose,” is the foundation of his retirement management concepts with the goal of never outliving one’s retirement.

In addition, John is a Social Security Specialist (CSSCS) as well as an insurance specialist having earned his CIC (Certified Insurance Counselor) which includes comprehensive understanding of personal, commercial, life, and health insurance.

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