John Sklenar Email & Phone Number
CFP and CPA | Wealth, Retirement, and Estate Planner | Owner of TrueWealth @ TrueWealth Nation
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John Sklenar Location
- Carroll, IA, US
John Sklenar Work
- 1978 -now CFP and CPA | Wealth, Retirement, and Estate Planner | Owner of TrueWealth @
- 1978 -now Taxation Planner | Investment Management Consultant | Insurance Strategist @
- 1975 -1978 Staff Accountant @ McGladrey & Pullen
John Sklenar Education
- Northwest Missouri State University
Bachelor of Science (B.S.) (Accounting and Business Management)
1970-1974
John Sklenar Skills
- Leadership
- Estate Planning
- Financial Planners
- Public Speaking
- Fixed Annuities
- Estate Tax Planning
- Insurance
- Retirement Planning
- Financial Planning
- Investments
- Negotiation
- Income Planning
- Strategic Planning
- Asset Protection
- Sales Management
- Wealth Management
- Outlook
- Cash Flow Planning
- Strategic Financial Planning
- Microsoft Word
- Income Tax Planning And Preparation
- Risk Analysis
- Real Estate
- Microsoft Excel
- Financial Goals
- Marketing
- Retirement Goal Setting
- Customer Service
- Long Term Care
- Investment Advisory Services
- Bookkeeping
- QuickBooks
- Will And Trust Reviews
- Life Insurance Reviews
- Marketing Strategy
- Long Term Care Planning
- Retirement
- Payroll
John Sklenar Summary
- John Sklenar, based in Carroll, IA, US, is currently a CFP and CPA | Wealth, Retirement, and Estate Planner | Owner of TrueWealth at TrueWealth Nation. John Sklenar brings experience from previous roles at TrueWealth Nation and McGladrey & Pullen. John Sklenar holds a 1970 - 1974 Bachelor of Science (B.S.) in Accounting and Business Management @ Northwest Missouri State University. With a robust skill set that includes Leadership, Estate Planning, Financial Planners, Public Speaking, Fixed Annuities and more. John Sklenar has 1 emails and 1 mobile phone numbers on RocketReach.
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