John Stokes Email & Phone Number
Chief Executive Officer @ John Stokes Financial
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John Stokes Location
- Irvine, CA, US
John Stokes Work
- Chief Executive Officer @ (August 2004 - Present)
- Vice President of Membership @ The Beverly Hills Country Club (February 1995 - October 1997)
John Stokes Education
- College for Financial Planning
AAMS (The Accredited Asset Management Specialist)
2024-2025 - College for Financial Planning
Chartered Retirement Planning Councelor (Retirement Planning)
2024
John Stokes Skills
- 401k Rollovers
- Client Services
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Human relationship
- Insurance
- Interpersonal Relationships
- Investments
- Key Person Insurance
- Microsoft Excel
- Money Management
- Motivational Speaking
- New Business Development
- Personal Financial Planning
- Profit Sharing
- Public Speaking
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Securities
- Wealth Management
- 401k
- School Districts
- Retirement Plan
- Recruiting
- Investment Management
- Internal Audit
John Stokes Summary
- John Stokes, based in Irvine, CA, US, is currently a Chief Executive Officer at John Stokes Financial. John Stokes brings experience from previous roles at The Beverly Hills Country Club. John Stokes holds a 2024 - 2025 AAMS in The Accredited Asset Management Specialist @ College for Financial Planning. With a robust skill set that includes 401k Rollovers, Client Services, Estate Planning, Finance, Financial Advisory and more. John Stokes has 1 emails and 1 mobile phone numbers on RocketReach.
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