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John McNertney

CFP®
Polaris Greystone Financial Group
San Rafael, CA
Full Financial Planning, Tactical Investment management, Be successful on Purpose.

Meet John

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Introduction - John McNertney
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Tactical Asset Management - John McNertney
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High Touch Service Model - John McNertney
Video Transcripts

John is a Director and a member of the Business Development Team with Polaris Greystone. John has extensive experience within the financial services industry, having worked at TD Ameritrade and Merrill Lynch prior to joining the Polaris Greystone team. John meets directly with clients and prospective clients to communicate Polaris Greystone's investment strategies and review all financial planning needs.

John is a graduate of the University of Iowa, where he…

John is a Director and a member of the Business Development Team with Polaris Greystone. John has extensive experience within the financial services industry, having worked at TD Ameritrade and Merrill Lynch prior to joining the Polaris Greystone team. John meets directly with clients and prospective clients to communicate Polaris Greystone's investment strategies and review all financial planning needs.

John is a graduate of the University of Iowa, where he earned a BS degree with a major in psychology and minors in French and philosophy. He is also a CERTIFIED FINANCIAL PLANNER™ professional. John possesses an in-depth knowledge of the financial markets and prides himself on delivering a world-class experience to our clients.

When he is not helping clients, John is an avid family man, spending his free time with his wife and three children. He is a voracious reader and enjoys watching news programs and documentaries.

Languages Spoken
French

Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Alternative investments
Personal lending
Socially responsible investing

Experience with

Small business owners
Finance professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAIFA - National Association of Independent Fee Appraisers
FPA - Financial Planning Association

Education

Bachelors
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