John seitzer everest wealth partners

Trust is the foundation for a successful financial advisory relationship and John believes trust will only be awarded to advisors that demonstrate both strength of character and competency, as demonstrated by education, experience, and credentials. Proficiency, Objectivity, and Integrity are key tenets of our firm. After seeing the need for independent advisors with extensive investment experience, John founded Everest Wealth Management to pursue his passion of helping individuals achieve their financial goals.

JOHN DAVID SEITZER (CRD# ) The report summary provides an overview of the representative's professional background and conduct.

John has worked in the financial industry since , including over 11 years as Vice President and Portfolio Manager for a leading mutual fund company. Prior to this, he was Senior Tax Specialist with a large, international accounting firm. John graduated magna cum laude from Kansas State University with a dual major in finance and accounting.

John lives in Leawood, Kansas with his wife and four children. He enjoys weightlifting, coaching youth sports and reading and is actively involved at St. Michael the Archangel Catholic Church.

John Seitzer, CFA, CFP, MBA founded Everest Wealth Management in , but John has worked in the financial industry since , including over 11 years for a leading mutual fund .

Most clients hire us for our investment management services, but over time many realize significant value from other wealth management services that are covered by the investment management fee. Examples of other services include tax planning, estate planning, retirement planning, tax-effective charitable giving, etc. We believe our investment management approach is fairly unique in the advisory world.

This approach makes perfect sense to most rational people, but most are not able to execute the strategy in the heat of the moment, when emotions take over. Our approach, consistent with the Buffet quote earlier, is to take advantage of collective market human emotions driving stock prices way above fair value and way below fair value. Buy when others are fearful and sell when others are greedy.