- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Maitland, FL 23751
John West 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?
As an Advisor of the firm, John’s primary focus is to partner with clients through hands on financial planning, risk profile assessment, and portfolio management. With the Investment Committee, he helps design and implement financial planning and portfolio investment strategies that meet each client’s individual needs. With 6 years experience as a Financial Analyst and Portfolio Manager for a hedge fund before joining the firm, and almost 20 years of personal investing, John is a specialist in securities analysis, tax planning and retirement cash flow needs. His desire to work directly with clients on a personal level led him to join Spraker Wealth Management in June 2009. He regularly interfaces with clients through office consultations as well as emails and telephone conversations.
As Chief Operating Officer of the firm, John coordinates and supervises the daily client work among the staff and assists Susan with Corporate Accounting and Strategic Planning. As Chief Compliance Officer, John is responsible for the firm meeting all compliance requirements of the SEC.
John earned a Finance degree from Stetson University in DeLand, FL. He minored in Business Law and Information Systems. He received his MBA from the University of Florida and in September 2012 completed all the requirements for CFP® certification. He is also a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA) for fee-only advisors.
John is a true Floridian, growing up “on the water” in Southwest Florida. At age 10, he learned to sail and competed in races all over the state. Years later during weekends and summers, he taught children and adults, including the handicapped, how to sail. Other hobbies include tennis, golf, running, and building homes with Habitat for Humanity. John is on the Board of Directors of our local Orlando service organization, Community Food & Outreach Center, and serves on the Executive Committee.