John Smith, CFP®

John Smith, CFP® has over 8 years of experience in the financial planning industry. John began their career in 2012 as an Academic Advisor at Everest College Phoenix. In 2014, they joined LearnVest as a Financial Planner Lead and later as a Financial Planner. At LearnVest, John worked with clients across the country to provide judgment-free advice on budgeting, investing, insurance, and estate document considerations. In 2018, they moved to Northwestern Mutual as a Financial Planning Consultant. Most recently, in 2020, they joined Northstar as a Manager, Financial Planning and Sr. Financial Planner.

John Smith, CFP® has a diverse educational background. John obtained a Bachelor's Degree in Communications from Arizona State University between 2007 and 2011. In 2015, they completed a Certificant in Personal Financial Planning from the University of California, Los Angeles in the field of Financial Planning and Services. In addition, John Smith, CFP® has obtained several certifications, including a Series 7 from FINRA (Financial Industry Regulatory Authority) in August 2018, a CFP from the CFP Board in March 2018, an Arizona Life and Health Insurance from the National Association of Insurance Commissioners (NAIC) in October 2017, and a Series 65 from FINRA (Financial Industry Regulatory Authority) in September 2014.