John Kloecker

  • John Kloecker, CFP®, CIMA®

    CERTIFIED FINANCIAL PLANNER™

    Certified Investment Management Analyst®

John began his investment career with Prudential Securities in Erie, Pennsylvania in 1995. A year later, he transferred to Prudential in Atlanta for the opportunity to build his planning practice in a growing city. In 2002 he joined three other brokers to form the Hill Group. In 2005, John formed an independent practice.

Throughout his career, John has focused on providing customized wealth management planning for high net worth families, corporations, and charitable organizations. He believes in the importance of good communication, offering quality, long-term advice and building lasting relationships with clients.

John graduated with distinction from Indiana University of Pennsylvania in 1993 earning a degree in Industrial Management. In May 2003 John obtained his CERTIFIED FINANCIAL PLANNER™ certification. He also participated in the IMCA Certified Investment Management Analyst Program at the Wharton School of Business at the University of Pennsylvania in December 2006 to acquire his CIMA® designation. Other accomplishments include being named to the Division II Athletic and Academic All-American Soccer teams.

When away from the office, John enjoys reading, coaching soccer, skiing and spending time with his wife and four children.

 

 

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.