John Congdon

As an Investment Advisor Representative, John Congdon is a fiduciary who puts his clients' needs first.  Originally from the state of Michigan, John's financial planning story starts at a young age. When his grandparents passed, he saw firsthand the importance of being prepared. His father, a masters level CPA, struggled through probate and his family paid exorbitant taxes that could have been avoided with careful planning. After seeing his family struggle, John has dedicated his life to financial education and coaching; helping people steward their resources well. Since he joined Peak American in 2016 John has travelled all over the country helping thousands of individuals and families achieve their goals. John Congdon Specializes in: Retirement Income Strategies, Comprehensive Investment Planning, Tax-Efficient Portfolios, and Healthcare Plan Design. John Congdon holds Series 65, and Life and Health Insurance licenses.