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John H

ChFC®, Series 63

Spanish Fork, UT

Promontory Financial Planning, LLC

John Houck is a financial advisor with Promontory Financial Planning, LLC, holding the ChFC® and Series 63 designations and bringing 53 years of industry experience. He previously worked at VOYA Financial Advisors before joining Promontory in 2017. Outside of financial advising, Houck is an independent insurance agent and has experience teaching various academic subjects, including math, English, history, and science. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm emphasizes a team-based approach and integrates insurance and accounting services alongside investment management.

Medicare planning Retirement income strategy Long-term care insurance Life insurance needs analysis General estate planning guidance Retired Founder/Business Owner Approaching retirement Baby Boomers (Born 1946-1964)
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