John M. ShannahanCFP®
Phone: (805) 527-7066 John is a Certified Financial Planner™ and a licensed life, disability and Long Term Care insurance agent. He is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc. John specializes in working with the owners and key executives of small businesses by assisting them with their personal financial planning in addition to helping them implement comprehensive employee benefit programs, such as qualified retirement plans and group insurance coverage. His other area of specialization is in retirement and estate planning. John has been working in the financial services industry since 1970. He started his own practice in January 1987 and has offices in Simi Valley and Encino, California. John is an active member of the Financial Planning Association, a professional trade organization. John lives in Simi Valley, California with his wife Jeane. He is a member of the Rotary Club of Simi Sunrise and is very active in community and charitable endeavors. CA Insurance #0714316  About Us
|
||
|
Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor. FMS Financial Partners, Inc. is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc. This site is published for residents of the |
||