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John Cindia

CPA, PFS
LifeStages Advisory LLC
Massillon, OH
A unique approach to help people find money they are losing unknowingly and unnecessarily!
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Meet John

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Intro - John Cindia
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Plan First Invest Second - John Cindia
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Cash Value Life Insurance and the Super Roth - John Cindia
Video Transcripts

John Cindia of LifeStages Advisory works with closely held businesses, as well as affluent and high net worth individuals in the areas of tax, financial, wealth, insurance, and retirement planning.

John’s breadth of experience has ranged from vice president of marketing for a Fortune 500 insurance company to running his own certified public account (CPA)/financial planning practice for affluent and high net worth clientele since 1984.

John’s practice has always…

John Cindia of LifeStages Advisory works with closely held businesses, as well as affluent and high net worth individuals in the areas of tax, financial, wealth, insurance, and retirement planning.

John’s breadth of experience has ranged from vice president of marketing for a Fortune 500 insurance company to running his own certified public account (CPA)/financial planning practice for affluent and high net worth clientele since 1984.

John’s practice has always assisted clients with tax-efficient financial planning. In 1994, John became securities and insurance licensed to further assist clients with tax-advantaged retirement planning and tax-efficient investing for wealth accumulation purposes. Since 2000, investment management, retirement, and insurance planning has become a significant area of concern for aging boomers and John has adapted his concentration in these areas to accommodate client needs.

John graduated from the University of Akron in Akron, Ohio, with a bachelor’s degree in accounting. In 1984, John became a licensed CPA in Ohio and later became licensed in the states of North Carolina and Florida as clients relocated. John studied to obtain the Personal Financial Specialist designation through the American Institute of CPAs (AICPA).

John has acquired the Series 6, 7, 24, 63, and 65 securities licenses; and life, health, disability, long-term care, and property/casualty licenses. He also has CPA affiliations with the American Institute of CPAs (AICPA), Florida Institute of CPAs (FICPA), North Carolina Association of CPAs (NCACPA) and Ohio Society of Certified Public Accountants (OSCPA), in addition to the Society of Financial Service Professionals.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
Real estate and mortgage advisory
Estate planning
Insurance management
Lgbt services

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs

Fee structure

Fee & Commission
Flat Fee
Hourly

Certifications and licenses

CPA - Certified Public Accountant
PFS - Personal Financial Specialist

Memberships

FPA - Financial Planning Association
AICPA - American Institute of Certified Public Accountants

Education

Bachelors
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