John Strohman is a financial advisor with Independence Planning Group, located in suburban Philadelphia, with over twenty years of experience in financial services.
While every circumstance is unique, he works with families and their businesses to organize their wealth and cash flow. This gives them better control so they can strive to build more wealth, spend less money, manage taxes, and protect along life’s uncertain journey. These efforts help owners plan for the largest transaction of their lives – successfully exiting from their business.
John has an undergraduate degree in Accounting from Villanova University and an M.B.A. in Finance from New York University. He also is a Certified Exit Planner™ and CFA® charter holder. John spent the earlier portion of his career in institutional asset management.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Independence Planning Group is not an affiliate or subsidiary of PAS or Guardian.
2021-115169 Exp 1/23