John Pferdner,
CFP® Senior Vice President, Wealth ManagementJohn’s career in the financial services industry spans nearly 25 years. As a CERTIFIED FINANCIAL PLANNER™ professional, he holds one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. He provides his clients with a comprehensive roster of services that includes insurance, retirement planning, income taxation, employee benefits and estate planning.
In 2023, John joined Raymond James, one of America’s largest independent full-service financial services firms. He was drawn by the firm’s advanced planning tools, forward-thinking technology and a culture of independence that gives him complete freedom to offer objective advice solely based on the best interest of his clients.
Previously, John worked at financial firms UBS and Piper Jaffrey after beginning his career in 1999 with Olde Stockbrokers. The market correction from 2000 to 2003 quickly provided him with a clear picture of how critical it is to develop a diversified investment strategy, customized to each client.
John lives in Sandy, Utah, where he enjoys spending time with his wife and four children.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Insurance and annuities offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.
