John H. Lindsey, Jr., CFP®, ChFC®, RICP®WEALTH MANAGER
John Lindsey is committed to building long-term relationships with his clients through comprehensive financial planning starting with their financial goals, needs, time horizons, and individual circumstances. Drawing on his in-depth training, planning tools, and skill in analyzing and assessing his clients' financial circumstances and goals, John works with his clients to develop their financial freedom through diversification, developing sufficient emergency funds, managing risk, and income.
After earning his degree in Economics from Indiana University of Pennsylvania, John took and passed the FINRA Series 7 and 63 securities examinations. In addition to possessing over 20 years of financial experience, John earned the professional designation of Certified Financial Planner™, (CFP®). The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. John also acquired the ChFC® designation, Chartered Financial Consultant® awarded by the American College of Financial Services. This designation strengthens his planning-based approach to servicing his clients. He also attained the RICP®, Retirement Income Certified Professional®, an advanced designation which enables him to give added insight into his clients' retirement needs and strategies. John strives to always put his clients' needs, goals and objectives first. John's seasoned presentation and communication skills made him a key contributor to Harvest Group's former weekly radio show, 'Financial Issues and Answers'.
When he isn't working with clients, John enjoys spending time with his wife Donna and three sons, Shawn, Nicholas and Luke, in their Langhorne home. The Lindsey family spends their weekends at the soccer field, Rays Town Lake in central Pennsylvania or Ocean City, New Jersey.
Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered Representative & Investment Adviser Representative of and securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.