Contact Detail

JOHN D. FUNK

Phone: 610 4587400

Fax: 610 458 7757

Email: jdfunk@financialguide.com

PROFESSIONAL SPECIALTIES
General Estate Planning
Business Succession
Investment Services

QUALIFICATIONS
The Pennsylvania State University, University Park, PA
B.S. Business Administration, 1963
Major: Economics
The American College
MSFS (Masters of Science in Financial Services)
Chartered Life Underwriter (CLU), 1967
Certificates of Proficiency:
-Advanced Estate Planning, The American College
-Advanced Pension Planning, The American College
-Business Succession Planning, The American College
Certified Family Business Specialist (CFBS), The American College
Certified in Long Term Care (CLTC)
Licensed Insurance Agent in DE, IN, MD, NJ, NC, OH, PA, WA
Securities in AZ, CA, CO, CT, DE, FL, ID, IN, MA, MD, MT, NC, NJ, NY, OH, PA, SC, VA, WA
Life, Health, Annuities, 1963
FINRA Registrations:
-General Securities Registered Representative, FINRA Series 7, 1970
-General Securities Registered Principal, FINRA Series 24

PERSONAL
Born February 24, 1941, married, two children, three grand children
Chair of investments for the Welkinweir Committee of Green Valleys Association of Southern PA (regional watershed association)
Chairman, Investment Committee, East Vincent United Church of Christ
Auditor, East Vincent Township