John Bates, CFP®

Experience

• 

  Theta Chi Fraternity

  Nov 2018 - Dec 2020

  Manage chapter meetings and expenses, overseeing officers and committees, enforcing chapter bylaws and serving as chapter representative. Develop chapter payment plans along with debt reimbursements. Schedule additional philanthropic and fundraising opportunities and dispersal.

  • Vice President of Health and Safety

    Dec 2019 - Dec 2020

  • President

    Nov 2018 - Dec 2019
• 

  W3 Financial Group, LLC

  May 2019 - Jan 2023

  • Client Service Administrator

    Jun 2021 - Jan 2023

  • Financial Planning Intern

    May 2019 - Jun 2021
• 

  Youngstown State University

  Jan 2020 - May 2020

  Set-Up Assistant

  Assist faculty members in room and meeting preparationHelp create schedules for meetings within the student center

• 

  Tolmiros Financial

  Jan 2023 - now

  Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.Tolmiros Financial Designs. 4308 Belmont Ave. Suite 2.Youngstown, OH 44505. P (330) 729-5539 Show less Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.Tolmiros Financial Designs. 4308 Belmont Ave. Suite 2.Youngstown, OH 44505. P (330) 729-5539. Show less

  • Financial Planner

    Mar 2024 - now

  • Client Experience Specialist

    Jan 2023 - Mar 2024