John Pfernder, CFP®
Senior Vice President, Wealth Management
John’s career in the financial services industry spans nearly 25 years. As a CERTIFIED FINANCIAL PLANNER™ professional, he holds one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. He provides his clients with a comprehensive roster of services that includes insurance, retirement planning, income taxation, employee benefits and estate planning.
In 2023, John joined Raymond James, one of America’s largest independent full-service financial services firms. He was drawn by the firm’s advanced planning tools, forward-thinking technology and a culture of independence that gives him complete freedom to offer objective advice solely based on the best interest of his clients.
Previously, John worked at financial firms UBS and Piper Jaffrey after beginning his career in 1999 with Olde Stockbrokers. The market correction from 2000 to 2003 quickly provided him with a clear picture of how critical it is to develop a diversified investment strategy, customized to each client.
John lives in Sandy, Utah, where he enjoys spending time with his wife and four children.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Insurance and annuities offered through Raymond James Insurance Group, an affiliate of Raymond James Financial Services, Inc.
In 2023, John joined Raymond James, one of America’s largest independent full-service financial services firms. He was drawn by the firm’s advanced planning tools, forward-thinking technology and a culture of independence that gives him complete freedom to offer objective advice solely based on the best interest of his clients.
Previously, John worked at financial firms UBS and Piper Jaffrey after beginning his career in 1999 with Olde Stockbrokers. The market correction from 2000 to 2003 quickly provided him with a clear picture of how critical it is to develop a diversified investment strategy, customized to each client.
John lives in Sandy, Utah, where he enjoys spending time with his wife and four children.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Insurance and annuities offered through Raymond James Insurance Group, an affiliate of Raymond James Financial Services, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.