John Dear, CPA

John Dear, CPA

Financial Advisor

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


· 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