John M. Scherer,  CFP<sup>&reg;</sup> - Financial Advisor

John M. Scherer, CFP®

ChFC, CLU

President

Trinity Financial Planning

6405 Century Ave, Ste 104
Middleton, WI 53562
(608) 829-1010

General

John Scherer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Trinity Financial Planning in Middleton, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Member of Alliance of Cambridge Advisors (ACA, CLU

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment Management, Retirement, Personal Taxes

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