John D. Seitzer

John D. Seitzer

| CFP®, CFA®, MBA

Everest Wealth Management

Fee Only Financial Planner Located in Leawood, KS and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • High Net-Worth Clients

Visit Us

4901 W. 136 Street
Suite 1
Leawood, KS 66224

John Seitzer is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

John D. Seitzer is the President and Founder of Everest Wealth Management, a premier financial planning and investment management firm, managing client portfolios ranging from $1 million to $13 million. After seeing the need for independent financial advisors with extensive investment experience, John founded his company to pursue his passion of helping individuals achieve their financial goals. He has worked in the financial industry since 1989, including over 11 years for a leading mutual fund company where he was Vice President and Portfolio Manager. Prior to this, he was a Senior Tax Specialist with a large, international accounting firm.

John graduated magna cum laude from Kansas State University with a dual major in finance and accounting. Additionally, he obtained his MBA from Indiana University, a top-ten MBA program as designated by BusinessWeek magazine at that time, with an emphasis in finance and investments; he graduated in the top 10% of his class.

In addition to extensive education and experience, John has achieved the designations of Certified Financial Planner (CFP) and Charted Financial Analyst (CFA). He also obtained the designation and practiced as a Certified Public Accountant (CPA), but is no longer a licensed, practicing CPA.  He has been recognized in a wide range of publications including Money Magazine, Newsweek, Kiplinger's, USA Today, Investors Business Daily, Wall Street Journal and Employee Benefits News.

John lives in Leawood, Kansas with his wife and four children. He enjoys weightlifting, coaching youth soccer and reading and is actively involved at St. Michael the Archangel Catholic Church.