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John
Kingston, CFP tm, brings more than 25 years of full-time
financial planning and investment management experience to meet our client's
needs. John earned his undergraduate degree in economics with a minor in
psychology, and a Masters in
Business
Administration
at the
University of
Western Ontario. He
worked for 5
years as an
associate for a
big 8 CPA firm
and served as
vice-president finance and
CFO of a
national
marketing
company. He joined a
leading
municipal bond
underwriting
firm, and later moved
to a major
investment
banking firm.
He became
branch
manager of an
independent
broker/dealer in
1990 and in 1996
became partner
of a Florida Registered
Investment
Advisory firm. John
moved his
practice to
fee-only in 1998. John earned his Certified
Financial
Planner designation in 1987,
following
completion of
the CFP Program from the
College for
Financial
Planning in
Denver CO. Between
1992 and 1994 he produced and
hosted the Daily
Market Update
radio program,
broadcasting
market
commentary and
investment
solutions to
Southwest
Florida
listeners. He
has appeared as
a guest on
several
financial
television
programs and has
written
financial
articles for
various
publications. He
has written a novel of foreign
intrigue with the plot buried in a background of
economics and
foreign trade
with Japan,
titled The
Level Playing
Field.
It is
available at www.Amazon.com John
is a past
president of the
Financial
Planning
Association of
Southwest Florida,
and is a member of the
Estate Planning
Council of Lee
County.
CFP
and Certified
Financial
Planner are
federally
registered
service marks of
the CFP Board of
Standards, Inc.
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