John Jenkins is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Asset Preservation Strategies, Inc. in San Diego, CA and the surrounding communities.
Mr. Jenkins is a member of the Financial Planning Association and the North County Estate Planning Council of San Diego. In addition to adhering to a strict code of ethics for each of these organizations, he is required to obtain a minimum of 60 hours of continuing education credits every two years to retain active membership and licensing status. As a Retirement Distribution Specialist, Mr. Jenkins has authored four publications: "Minimum Retirement Plan Distribution Rules When Someone Passes Away", "Estate Planning with IRAs for California Professionals", "21st Century Wealth" and "Living and Learning, Achieve Retirement and Education Security".
Mr. Jenkins has been recognized as a Five Star, Best in Client Satisfaction Wealth Manager by San Diego Magazine for nine consecutive years, 2007 - 2015. He is recognized both in " Who's Who in California" and "Who's Who in Finance". He has been quoted in the financial press, including CNBC, Marketwatch, Yahoo! Finance, the Los Angeles Times, Forbes, and many others. Specific areas of expertise include comprehensive financial planning with particular emphasis on retirement distribution planning and IRA rollovers, tax, investment management, estate preservation and inheritance planning.
Mr. Jenkins holds the designations of Accredited Estate Planner, Enrolled Agent (tax) and Certified Financial Planner and is a Fellow of the Institute of the Estate and Wealth Strategies Institute at Michigan State University.
7, 24, 31, 63, 65
Weather delays, terrorism scares and general overcrowding in the skies have lead to plenty of frightening travel news on the airwaves. If you...Read More >
By FPA member Joseph R. HearnLast Updated: August 10, 2011It’s understandable if you’re feeling a bit anxious. In the last few years we’ve had...Read More >