John Widman earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania in 2009 by successfully completing the Equitable "At Retirement" program at Wharton, and was awarded the title of Retirement Planning Specialist by Equitable Advisors. He is one of only about 600 financial professionals within Equitable Advisors to do so.
With over 20 years of experience in the financial services industry, John works with individuals and business owners to help them develop a customized financial strategy that can lead to informed investment decisions. His areas of focus include asset management, wealth preservation, income planning and wealth transfer.
John has a passion for helping clients, and believes financial planning is a life long endeavor. "We never stop thinking about how we can most efficiently and effectively apply our most limited resources- time and money. These key factors are integral to your future success and will be considered in the formation of every financial plan and investment program. My role is to facilitate this process by explaining the relevant opportunity costs and seeking to add value for the future. In this capacity, i am fully dedicated to meeting and exceeding your individual, family, business, and institutional needs."
Education and Related Industry Experience:
BS in Business Administration/Accounting- Townsend State University
FINRA Series 7, 66, and 24 registrations
Life and Health Insurance and Variable Annuity licenses, State of FL
Professional and Community Affiliations:
Member Bahia Shrine & Yacht Club
Member Toastmaster's International
Leadership Winter Park
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Price Financial Services is not owned or operated by Equitable Advisors, LLC or its affiliates.