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Profile johnny 6123

John Flavin

AIF®, CFP®, ChFC®
Synergy Financial Management, LLC
Seattle, WA
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Meet John

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Introduction - John Flavin
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Synergy Process - John Flavin
Video Transcripts

Mr. Flavin is a Managing Principal manager with Synergy Financial Management. In this role, John coordinates the efforts of Synergy's other team members in executing the financial planning and investment process. Because of his excellent attention to detail, every client's financial plan is assured of successful implementation.

Mr. Flavin graduated with a Bachelor of Science degree from Boston College where he earned both academic and athletic scholarships. After completing a…

Mr. Flavin is a Managing Principal manager with Synergy Financial Management. In this role, John coordinates the efforts of Synergy's other team members in executing the financial planning and investment process. Because of his excellent attention to detail, every client's financial plan is assured of successful implementation.

Mr. Flavin graduated with a Bachelor of Science degree from Boston College where he earned both academic and athletic scholarships. After completing a postgraduate program in Baltimore, Maryland, John moved to Seattle and began his career in the financial services arena. Mr. Flavin holds the CFP, AIF, CLU, ChFC, and CCIM designations, as he is always looking to grow professionally to better serve his clients.

In addition, Mr. Flavin is very active locally and internationally. He has served as the past Finance Council Chairman for a local parish, volunteers with various high school programs, and coaches at a local gym. Internationally, he and his family have established schools, healthcare centers, and built homes for the poor in Nicaragua since 1989. He is an accomplished classical violinist, and has played since the 3rd grade. Mr. Flavin has three younger children with his wife, Shannon, and you can often find them running from one activity to another, as they enjoy their family time together.

Languages Spoken
Spanish

Services offered

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

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®
CIMA® - Certified Investment Management Analyst
CLU® - Chartered Life Underwriter®
AIF® - Accredited Investment Fiduciary®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors
Other post-graduate
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