John R. Sloop, CFS
Investment Advisor Representative
CA Insurance License # 0B97373
John R. Sloop received his Bachelor of Science from San Jose State University, completing comprehensive studies in areas including Economics, Accounting, Business Planning, Quantitative Business Analysis, Business and Aviation Law. John and his wife Pam were married in 1973 and have two grown daughters, Serena and Elaine.
John has been a self-employed entrepreneur since 1984. As the founder of Pacific Financial Group, John is a CFS, (Certified Fund Specialist) a designation held by less than 1% of the financial professionals in the nation. As a Certified Fund Specialist John understands and applies Modern Portfolio Theory, assisting in aligning a client’s investments with their goals. John has extensive experience with IRA Distributions and a thorough understanding of Stretch IRAs and estate Planning.
Presently, John is an Investment Advisor Representative with United Planners Financial Services, and has passed the FINRA General Securities Representative exam, the FINRA Investment Company Products/Variable Contracts Limited Principal exam, the Uniform Securities Agent State Law exam, and passed the Uniform Investment Adviser Law exam. In addition John holds a Variable Life Agent Disability and Health License in the State of California.
John’s focus has been on Retirement Solutions, Investment Strategies, and Business and Estate Planning using independent, customized solutions.