John Jenkins, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About John
John Jenkins
email: johnjenkins@asset-preservation.com
tel: (858) 455-1825
web: https://asset-preservation.com
AREAS OF EXPERTISE
- Retirement Planning
- Collaborative Wealth Management
- Consultative Financial Planning
- Private Asset Management & Planning
- Insurance Planning & Estate Planning
- Real Estate & Alternative Investments
EDUCATION & CERTIFICATIONS
- Certified Financial Planner® (CFP®)
- Certified Financial Fiduciary (CFF®)
- Accredited Estate Planner (AEP®)
- Certified Agent for the California Partnership for Long Term Care
- Fellow; Southern California Institute
- Bachelor’s and Master’s Degrees; San Diego State University
A third generation San Diego native, John has been a financial professional since 1982. Although he originally studied to be a school teacher, he quickly found his calling in educating people for financial well-being and helping them achieve it.
John holds Bachelor’s and Master’s Degrees from San Diego State University. He developed a strong financial foundation by pursuing several professional certifications and designations. In 1985, he completed his Certified Financial Planner® professional studies through the College for Financial Planning in Denver and was admitted to the Directory of CFP Practitioners in 1993. John also completed a 3 year post-doctoral training in Wealth Strategies Planning from the Estate and Wealth Strategies Institute at Michigan State University and is endowed as a full Fellow of the Esperti Peterson Institute. In addition, he is a Certified Agent for the California Partnership for Long Term Care, an Accredited Estate Planner (AEP®) and a Certified Financial Fiduciary CFF®.
Maintaining his love for teaching, John conducts numerous seminars and workshops every year. He has been a guest on the PBS show “The Money Makers” and its successor, “The Financial Advisors,” as well as the syndicated news magazine show “Heartbeat of the City.” He has also authored and co-authored several books and publications.
John was an Adjunct Faculty member of the National Endowment for Financial Education in Denver and is recognized in both “Who’s Who in California” and “Who’s Who in Finance.” He completed five years of service on the Board of Directors of the San Diego Chapter of the Financial Planning Association (FPA) and the Board of the San Diego Estate Planning Council. He is currently serving as a member of the Estates and Trusts Executive Committee for Rady Children’s Hospital Foundation and is vice-president of the Board of Advisors for his church.
He has been quoted in many local and national publications including: Financial Planning News, The San Diego Union Tribune, La Jolla Light, Research magazine, PRWeb.com, and San Diego Business Journal.
John is a member of the Financial Planning Association and the North County Estate Planning Council of San Diego. In addition to adhering to a strict code of ethics for these organizations, he is required to obtain a minimum of 60 hours of continuing education credits every two years to retain active membership and licensing status.
John is the proud father of four children and a grandfather to eight granddaughters and one grandson. In his spare time, John plays guitar, sings, and cycles thousands of miles each year.
FUN FACTS
- Completed a double century (200 miles) bicycle ride on June 23, 2012. Pedaling time was 13 hours 35 minutes
- Plays guitar and sings. Performed at San Diego Botanical Garden’s Holiday Festival of Lights for 15 consecutive years
- Rady Children’s Hospital Foundation’s 2017 Volunteer of the Year
- American Diabetes Association 2017 Regional Volunteer of the Year
