Investment Advisor @ Pelley Group formerly Capital Investment Management (January 1995 - January 2004)
Paraplanner @ Pelley Group formerly Capital Investment Management (January 1995 - January 2000)
Clinical Social Worker and Therapist, MSW, LCSW @ Private Practice (January 1990 - January 1995)
John Panter Education
University of Missouri-Columbia, School of Medicine
Master of Social Work - MSW (Clinical Psychology)
1980-1982
University of Missouri-Columbia
Masters (Science)
University of Denver
Adult and Continuing Education and Teaching
John Panter Skills
Asset Allocation
Asset Management
Charitable Giving
Endowments
Estate Planning
Financial Planning
Holistic Financial Planning
Personal Financial Planning
Retirement Planning
Retirement Transision
Tax Liability
Tax Mitigation
John Panter Summary
John Panter, based in Denver, CO, US, is currently a CEO and Founder at Plan to Invest Capital Management, Inc.. John Panter brings experience from previous roles at CIM Securities LLC, Kestra Financial | formerly NFP Securities and Pelley Group formerly Capital Investment Management. John Panter holds a 1980 - 1982 Master of Social Work - MSW in Clinical Psychology @ University of Missouri-Columbia, School of Medicine. With a robust skill set that includes Asset Allocation, Asset Management, Charitable Giving, Endowments, Estate Planning and more. John Panter has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different John Panter?
Find contact details for 700 million professionals.