John Sklencar Email & Phone Number
President and Fiduciary Wealth Advisor @ Physicians Private Client Group
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John Sklencar Location
- Philadelphia, PA, US
John Sklencar Work
- President and Fiduciary Wealth Advisor @ (January 2010 - Present)
- President and Wealth Advisor @ (December 2010 - Present)
- Registered Principal and Financial Advisor @ (April 1994 - November 2023)
- Senior Financial Advisor @ AMA Investment Advisors (April 1989 - January 1994)
- Registered Representative @ Meritor Financial Group (September 1986 - September 1988)
- Registered Representative @ Delaware Valley Financial Group agency for Provident Mutual Life Insurance Compa (September 1984 - April 1986)
- Multi-line agent @ (September 1982 - September 1984)
- Co-op Intern through Drexel University @ Internal Revenue Service (June 1980 - September 1982)
John Sklencar Education
- Drexel University's LeBow College of Business
BS (Accounting)
1977-1982 - Cardinal Dougherty High School
High School Diploma (College Prep)
1973-1977 - The Wharton School
(Nuveen Advanced Investment Management Consulting Workshop - Wealth Management Services)
2015 - Cannon Financial Institute - Georgia Tech Global Learning Center
(Certified Wealth Strategist)
2014 - The American College of Financial Services
(Chfc, CFP, CLU candidate)
- Drexel University's LeBow College of Business
Bachelor's degree (Accounting)
John Sklencar Skills
- Wealth Management
- Investment Advisory
- Estate Planning
- Retirement Planning
- Retirement Plan Consulting
- Pensions
- 401k
- Retirement Solutions
- Retirement Income Strategies
- Retirement Plan Distribution
- Financial Planning
- Financial Advisory
- Investment Strategies
- Investment Management
- Tax Advantaged Investing
- IRAs
- Portfolio Management
- Personal Tax Planning
- Asset Management
- Asset Allocation
- College Savings Plans
- Insurance
- Risk Management
- Disability Insurance
- Life Insurance
- Long-term Care
- Medicare Advantage
- Medicare Supplements
- Medicare Prescription Drug Plans
- Strategic Planning
- Financial Analysis
- Finance
- Small Business
- Financial Services
- Investments
- Securities
- Mutual Funds
- Alternative Investments
- Fixed Annuities
- Equities
- Series 65
- Series 24
- Series 7
- FINRA
- Series 6
- Series 63
- Leadership
- Compliance
- Wealth Accumulation
- Management
- Public Speaking
- Healthcare
- Long Term Care
- Nursing
- Social Media
- Project Management
- PowerPoint
- Microsoft Office
- Research
John Sklencar Summary
- John Sklencar, based in Philadelphia, PA, US, is currently a President and Fiduciary Wealth Advisor at Physicians Private Client Group. John Sklencar brings experience from previous roles at Physicians Private Client Group, FSC Securities Corporation, AMA Investment Advisors and Meritor Financial Group. John Sklencar holds a 1977 - 1982 BS in Accounting @ Drexel University's LeBow College of Business. With a robust skill set that includes Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Retirement Plan Consulting and more. John Sklencar has 2 emails and 1 mobile phone numbers on RocketReach.
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John Sklencar
President and Fiduciary Wealth Advisor
Philadelphia, PA, US
Top Physicians Private Client Group Employees
John Sklencar
President and Fiduciary Wealth Advisor
Philadelphia, PA, US
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