John Piershale

CFP®

John Piershale Wealth Management

CEO, CCO

Contact Me

John Piershale

CFP®

John Piershale Wealth Management

CEO, CCO

Retiring from your job and unsure whether to take a lump sum or a pension? Need ideas for your investment portfolio (besides ride it out)? Who will get your money when you die? What tax thresholds should you be aware of? What's your best strategy for Social Security benefits? What you don't know can hurt you! If you are looking for financial clarity, then contact us for a complimentary meeting. - John Piershale, CFP®

Contact Me

815-764-3737

Website

Fee-Only financial planner located in Crystal Lake, IL, serving clients locally and across the country

John Piershale is a Crystal Lake, IL fee-only financial planner. John Piershale Wealth Management provides comprehensive financial planning including investment planning, retirement planning, tax & estate planning, to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Piershale is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

John PIershale has over 20 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional. John is a member of the National Association of Personal Financial Advisors (NAPFA).   Working with a NAPFA-affiliated Financial Advisor means putting you first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors.  They are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. Their only purpose is to look out for their clients’ overall financial well-being. 

John has been interviewed by the Wall Street Journal, CNBC, USA Today and other media companies.  

John is also a Platinum Corporate sponsor for Books Across America.  He graduated from Illinois State University, receiving his degree in Economics and Business.  John has been married to his wife Carol for 27 years and they have 5 children. John enjoys spending time with his family, recumbent cycling on his Easy Racer, and tinkering with Linux (kind of a geek that way). 

John Piershale is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

John Piershale Wealth Management owned by John Piershale, a Certified Financial Planner™ Professional, with over 20 years of experience providing financial advice to investors and families. He specializes in helping people prepare and transition from their careers/jobs into retirement. He helps navigate tax planning issues, set up income from IRAs and investment portfolios, investment planning and properly plan your estate.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    John Piershale is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    John Piershale is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    John Piershale is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact John Piershale

815-764-3737

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 65 South Virginia Street
    Crystal Lake, IL 60014

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser