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John R

CFP®, ChFC®, Series 63, Series 66

Lady Lake, FL

Simplicity wealth

John Ressler is a financial advisor at Simplicity Wealth with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Sagepoint Financial Inc, and his own Ressler Insurance & Financial Services. Ressler also serves as president of Strategic Wealth Planning Group, where he sells life insurance and fixed annuities. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering customizable portfolio management and a third-party manager due diligence process alongside technology and operational services for advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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