John Congdon is an Investment Advisor Representative with Peak American Financial Group in Southern California. He has been with Peak American since 2016 and has worked with thousands of clients across the country. After witnessing poor estate planning within his own family, John dedicated himself to helping his clients effectively prepare for their retirement. He excels at smart estate planning: nurturing wealth in one’s own estate while minimizing the overall tax burden for all beneficiaries.
John is licensed to serve in California, Indiana, Michigan, Ohio, and Tennessee.