John Tyler Shamblin,  CFP<sup>&reg;</sup> - Financial Advisor

John Tyler Shamblin, CFP®

Century Financial

9055 Forest Centre Dr
Germantown, TN 38138-7855
(901) 752-0022 CONNECT WITH John
  • linkedin link

General

John Shamblin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Century Financial in Germantown, TN and the surrounding communities.

Financial Advisor Overview

A typical client of mine is 45-60 and either in sales or owns a business. These professionals are driven to achieve and experience a lot of good years, but they also want to navigate the ups and downs of business wisely. While they're very intelligent, they don't have the time to become the expert, the Family CFO, that they need. Many choose to work together with their investments, while we also include conversations about tax strategy, estate planning, equity compensation, charitable giving, large purchase planning, and asset protection.

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Retirement, Succession Planning, Sudden Wealth

More

Helpful Financial Planning Resources