Professional Services
· Financial Needs Analysis
· Retirement Planning Strategies
· Wealth and Asset Protection Strategies
· Estate Conservation Strategies
· College Funding Strategies
· Life Insurance
· Long Term Care Insurance
Professional Qualifications
· FINRA Series 7 Securities License
· FINRA Series 65/66 Securities License
· Life and Health Insurance Licenses
· Certified Public Accountant
Personal
· B.A. Accounting from Mississippi State University
· Life Member of Kiwanis International
· Life Member of Alpha Kappa Psi, Business Fraternity
· Member of NC and VA Association of Certified Public Accountants
· Lives in Charlotte, NC and has two daughters and four grandchildren
Website: http://www.johndearcpa.com/