John Buerger, CFP®

John Buerger, CFP®

Wealth Coach with ALTUS Wealth Solutions

San Luis Obispo, California Area

Current
Past
  • Owner, Manager at Accents Custom Framing & Home Decor
  • Business Coach at Altus Business Solutions
  • Operations Manager at SLO Broadcasting / KSLY-FM
Education
  • Middlebury College
  • Thacher School
Connections
327 connections
Industry
Financial Services
Websites

John Buerger, CFP®’s Summary

Business owners, entrepreneurs and professionals have special, powerful financial "tools" available to them which help build wealth and create a secure future for their families. They also are commonly exposed to risks that many traditional wage-earners wouldn't understand.

My pioneering work as a Wealth Coach is devoted to helping you harness every option available to help you enjoy a rich and fulfilling life everyday. The ALTUS Process blends comprehensive financial planning with personal development methodologies - and it generates results: clients who take action, implement their plan and achieve their goals.

I obtained the CFP® designation in July, 2005. I am the SLO area Regional Coordinator for the Ventura Chapter of the Financial Planning Association. I also serve on the board of a number of non-profit organizations.

ALTUS, Inc is a Registered Investment Advisor with the State of California which operates under the fiduciary standard of care. We are a fee-based advisory firm NOT affiliated with any broker/dealer. We have no products to sell - just great solutions and a process that works.

John Buerger, CFP®’s Specialties:

--- CFP® designation
--- Financial tools specific to business owners and entrepreneurs
--- Pioneer blending the disciplines of personal development with financial planning.


John Buerger, CFP®’s Experience

  • Wealth Coach & CEO

    ALTUS Wealth Solutions

    (Privately Held; 1-10 employees; Financial Services industry)

    April 2004Present (5 years 9 months)

    Wealth Coach ... Creator of the ALTUS Process blending personal development principles with financial planning expertise.

  • Owner, Manager

    Accents Custom Framing & Home Decor

    (Retail industry)

    February 1993January 2005 (12 years )

    Home Decor Accessories and Premium Custom Picture Framing services to enhance the beauty of your art, your home and your life. You treasure a picture because you appreciate it. We frame it so that everyone who sees it can appreciate it. Our process incorporates the elements of design to create living spaces that are attractive and comfortable.

  • Business Coach

    Altus Business Solutions

    (Management Consulting industry)

    June 1998April 2003 (4 years 11 months)

    Business coach for small and medium sized business owners on the Central Coast of California (San Luis Obispo area)

  • Operations Manager

    SLO Broadcasting / KSLY-FM

    (Broadcast Media industry)

    January 1989December 1994 (6 years )

    Operations Manager - responsible for all on-air content for three radio stations: KSLY-FM (CHR), KIXX-FM (Country), KKCB-AM (Country). Hired and developed all on-air talent, oversaw music, promotions and production of all on-air elements.


John Buerger, CFP®’s Education

  • Middlebury College

    BA , Economics, Philosophy, English , 19781982

    Big Fan of the Paul Sommers Fan Club

    Activities and Societies:
    Middlebury College Activities Board (Concert Chairman), WRMC-FM Radio
  • Thacher School

    19731977


Additional Information

John Buerger, CFP®’s Websites:

John Buerger, CFP®’s Interests:

Soccer, Personal Development, Web 2.0

John Buerger, CFP®’s Groups:

Creative Wealth Int'l, Killer Attitude

  •    Integrated Alliances
  •    Middlebury College Community
  •    CERTIFIED FINANCIAL PLANNER™ Certificant
  •    Softec: The Central Coast Technology Association
  •    Killer Attitude
  •    The Kauffman Foundation for Entrepreneurship
  •    The Thacher School
  •    Financial Planning Association
  •    The American College Alumni Network
  •    Estate Planning
  •    Central California Coast Business Network
  •    Thacher School CdeP 1977
  •    Creative Wealth Intl., LLC/Camp Millionaire
  •    San Luis Obispo Chamber of Commerce
  •    Lead Change Group
  •    Protect Investors NOW - Focus on Fiduciary
  •    IBF - Financial Education Association/ Non-profit
  •    Professional Networking SLO
  •    The Committee for the Fiduciary Standard
  •    Covestor Investment Management
  •    Wealthcare Advisor Network

John Buerger, CFP®’s Contact Settings

Interested In:

  • new ventures
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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