You can’t teach the kind of passion John Schindler displays in his role as Managing Director, nor can you slow it down. John’s unique vision for a hands-on personal approach to financial planning was ignited back when he first learned to follow and trade individual stocks.
Today, that vision is a reality at Peninsula Private Wealth, where John oversees a diverse team of specialists spanning multiple generations. This group manages over a billion dollars in assets and attempts to help more than 100 past and present business owners achieve wealth beyond their highest expectations.
John leads by example. He personally manages high net wealth clients – and enthusiastically welcomes every complex challenge put before him including managing portfolios through multiple market corrections and recessions. John emphasizes service and has pioneered strategies that allow clients to achieve their vision.
John believes the best plans are built on a foundation of each client’s individual objectives and goals. This includes extra-mile efforts like working with clients’ attorneys and accountants, and regular portfolio reviews throughout the year.
John is a good listener and strategic thinker who values honesty and trust above all else. “People hire me to tell them the truth.” He attempts to foresee opportunities others may miss. This allows him to critically weigh his clients’ best options and help identify potential “blind spots” before they can take hold.
John is a family man of strong faith. He and his wife, Shaine, enjoy golf, skiing, travel and numerous other activities with their three children. He supports various charities and serves as treasurer for the Notre Dame Prep Boosters Club. He was recently named to Forbes’ “2019 Best-In-State Ranking for Top Advisors.”*
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.