
|
 |
 |
 |
 John
L. Brotherton, CFP™
Managing Partner
John Brotherton began his career as a financial advisor in 1981,
with Integrated Resources, Inc. Since that time, John has worked
for various
financial institutions, including Inland, American Express Financial
Advisors, Security Pacific Bank, and the Acacia Group. In 1998,
John became an owner and managing partner of Brotherton Investment
Consultants,
LLC, a SEC-Registered Investment Advisor.
John attended Emmaus Christian College in Oak Park,
IL and Arizona State University in Tempe, AZ, where he majored in
Finance. John
received
his board designation as a Certified Financial Planner (CFP) from
the College of Financial Planning in Denver, CO, and is currently
pursuing
his Chartered Financial Analyst (CFA) designation from the CFA
Institute in Charlottesville, VA.
John has a broad base of experience in portfolio
management and investment consulting. His expertise ranges from asset
management
to retirement
planning, and includes specialization in trust and estate modeling,
financial plan design, and business succession planning.
John is a member of the International Association
for Financial Planning (IAFP), the Phoenix CFA Society, and the CFA
Institute.
John is a third generation native of Phoenix, AZ.
He resides in North Phoenix with his wife, Donna, their three sons,
and twin
daughters.
|  |

 |