John Buerger, CFP®

Current

Wealth Coach & CEO at ALTUS Wealth Solutions

Past

Owner, Manager at Accents Custom Framing & Home Decor
Business Coach at Altus Business Solutions

Education

Middlebury College
Thacher School

Recommended

1 person has recommended John

Connections

298 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 2004 — Present (5 years 8 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 1993 — January 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 1998 — April 2003 (4 years 11 months)

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

John Buerger, CFP®’s Education

Middlebury College

BA , Economics, Philosophy, English , 1978 — 1982

Big Fan of the Paul Sommers Fan Club

Activities and Societies:

Middlebury College Activities Board (Concert Chairman), WRMC-FM Radio
Thacher School

1973 — 1977