John Vreeburg CFP

Title:
Vice President - Investments
Company:
Crowell, Weedon & Co.
Branch:
Carlsbad
Address:
1921 Palomar Oaks Way, Suite 102, Carlsbad, CA 92008
Phone:
(800) 345-8312
Fax:
(760) 438-2030
Email:
jvreeburg@crowellweedon.com
Biography:

John N. Vreeburg CFP®, provides individual investors with comprehensive, tax­ aware wealth management strategies and works in an independent environment, with his client's goals as a major benchmark.

Areas of Expertise:

  • Cash flow planning and integrated financial forecasts
  • Wealth preservation and diversification
  • Individual wealth transfer strategies
  • Insurance and estate planning
  • Business succession planning

Mr. Vreeburg earned his Bachelor of Arts Degree in Economics with a concentration in Business from the State University of New York at Fredonia in 1983. In 2004 he earned the Certified Financial Plarmer designation from The College for Financial Plarming in Denver, CO. The Certified Financial Plarmer Board of Standards grants him the right to use the CFP® designation. In addition to adhering to a strict code of ethics, he is required to obtain a minimum of 30 hours of continuing education credits every two years to retain active membership and licensing status.

Mr. Vreeburg is a member of the Financial Planning Association (FPA), has conducted numerous financial planning workshops during his 20 plus year career and has been profiled in the San Diego Business Journal. He also is the President of the Rancho Santa Fe Historical Society directing the collection, preservation and education of individuals about the history of the unique community of Rancho Santa Fe, California.

Website:
www.crowellweedon.com