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Jon Quirk, CFP®, ChFC®

Jon Quirk, CFP®, ChFC®

Certified Financial Planner® | Financial Advisor

Followers of Jon Quirk, CFP®, ChFC®382 followers
location of Jon Quirk, CFP®, ChFC®Irvine, California, Stati Uniti d'America

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  • Timeline

  • About me

    Certified Financial Planner® | Partnering with individuals and families

  • Education

    • University of Nebraska-Lincoln

      -

      Attività e associazioni:Kappa Sigma, Club Volleyball

  • Experience

    • Northwestern Mutual

      Feb 2016 - now
      Certified Financial Planner® | Financial Advisor

      My mission is to help people achieve financial security through planning, inspiration, and dedication to service. I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available throughout Northwestern Mutual. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let me know how I might be able to help you realize your vision for the future.

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board

    • Chartered Financial Consultant (ChFC®)

      The American College of Financial Services

    • Certification for Long-Term Care™ (CLTC®)

      American College of Financial Services
      Apr 2017

    • Series 6

      Financial Industry Regulatory Authority (FINRA)
      Jan 2016

    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Feb 2017

  • Honors & Awards

    • Awarded to Jon Quirk, CFP®, ChFC®
      Eagle Scout Boy Scouts of America feb 2007