CPA, CFP®, ChFC, MBA, Series 3, 7, 24, 63 Securities Registrations1
John has been providing sound wealth management and investment advice to families since 1987. He joined Wealth Enhancement Group through the 2017 merger with CPA Retirement Planning. John uses his vast background in tax and finance to develop financial plans that are based on individuals’ specific goals and objectives. He currently is a member of the Board of Trustees of St. Johns Country Day School, serving on several committees. John resides in Fleming Island, FL with his wife and two kids. In his spare time, he enjoys The Jaguars, reading and water sports.
- MBA, University of Florida Graduate School of Business | Finance
- BA, University of Central Florida, Accounting
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Consultant®
The Linge Financial Advisory team is located in our Jacksonville - Orange Park office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC.
†Advisory registrations are held with Wealth Enhancement Advisory Services.