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Mini richard st. john pic2
St. John & Associates, Inc.
Roswell, GA

Richard St. John

CMFC®, MBA
We help you identify what's important and help you achieve it.

Meet Richard

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Introduction - Richard St. John
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Portfolio Management - Greg St. John
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Financial Planning - Bryan Totri, CFP
Video Transcripts

Richard founded St. John & Associates in 1989 to answer the need for independent, fee only, financial advice and services. Together with Greg St. John, Executive Vice President, and Bryan Totri CFP, Vice President of Financial Planning, they provide team based in-depth, personalized, integrated financial planning and investment management.

Richard earned degrees in both business and psychology from North Central College in 1959 and an MBA from Fairleigh Dickinson University…

Richard founded St. John & Associates in 1989 to answer the need for independent, fee only, financial advice and services. Together with Greg St. John, Executive Vice President, and Bryan Totri CFP, Vice President of Financial Planning, they provide team based in-depth, personalized, integrated financial planning and investment management.

Richard earned degrees in both business and psychology from North Central College in 1959 and an MBA from Fairleigh Dickinson University in 1965. He was a registered licensed principal of a Broker/Dealer firm through the National Association of Security Dealers (NASD), held a real estate license, earned the professional designation of Chartered Mutual Fund Counselor (CMFC), and was a corporate officer of several public corporations including Ryder Systems, Quaker Oats Company, Litton Industries, Baker Industries, and Royal Crown Companies. He also founded and owned several private companies including The Management Company, American Allery Consultants, and Pension Securities, Inc.

Greg earned a degree in business administration with a focus on decision science from Georgia State University. He held positions as an actuarial assistant, investment analyst, and manager of the Portfolio Processing Center, the investment analyst group for Watson Wyatt Investment Consulting, servicing all of their U.S. offices. Serving in the Boy Scouts of America and the board of the Autism Foundation of Georgia, Greg has a special interest in helping families with autism-related needs plan for their financial futures.

Bryan founded WellSpring Planning, LLC, a full service, fee-only financial planning firm, which merged with St. John & Associates in 2007. He earned a degree in business management from City College of San Francisco, studied economics at the University of San Francisco, and graduated from the Denver College of Financial Planning. His many professional affiliations include NAPFA, NATP, FPA, IDFA, the ElderCare Matters Alliance and the Estate Planning Council of North Georgia. On staff at the Continuing Education Department of Kennesaw State University, he has taught investment planning in the CFP program. He has also volunteered with Senior Living Services for the Elderly and provided financial planning services to members of the military.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments
Personal Lending
Socially Responsible Investing
Employer Sponsored Retirement Plans
Long-Term Care Planning

Experience with

Medical professionals
Business executives
Families
Other professions

Fee structure

Based on % of assets
Hourly
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CMFC® - Chartered Mutual Fund Counselor℠

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association
AICPA - American Institute of Certified Public Accountants

Education

Bachelors
MBA
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