John Jenkins is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Asset Preservation Strategies, Inc. in San Diego, CA and the surrounding communities.
Mr. Jenkins is a member of the Financial Planning Association and the North County Estate Planning Council of San Diego. In addition to adhering to a strict code of ethics for each of these organizations, he is required to obtain a minimum of 60 hours of continuing education credits every two years to retain active membership and licensing status. As a Retirement Distribution Specialist, Mr. Jenkins has authored four publications: "Minimum Retirement Plan Distribution Rules When Someone Passes Away", "Estate Planning with IRAs for California Professionals", "21st Century Wealth" and "Living and Learning, Achieve Retirement and Education Security".
Mr. Jenkins has been recognized as a Five Star, Best in Client Satisfaction Wealth Manager by San Diego Magazine for nine consecutive years, 2007 - 2015. He is recognized both in " Who's Who in California" and "Who's Who in Finance". He has been quoted in the financial press, including CNBC, Marketwatch, Yahoo! Finance, the Los Angeles Times, Forbes, and many others. Specific areas of expertise include comprehensive financial planning with particular emphasis on retirement distribution planning and IRA rollovers, tax, investment management, estate preservation and inheritance planning.
Mr. Jenkins holds the designations of Accredited Estate Planner, Enrolled Agent (tax) and Certified Financial Planner and is a Fellow of the Institute of the Estate and Wealth Strategies Institute at Michigan State University.
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Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
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Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
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Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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