John B. Czajkowski, CFP ®

Heritage Wealth Managers

332 Cantle Lane

Encinitas, CA 92024

Voice: 858-759-3550; Toll-Free: 800-815-1099

Fax: 858-759-7950

e-mail: johncfp@heritagewealthmgrs.com

 

John Czajkowski, pronounced like (and related to!) the Russian composer, Tchaikovsky, is passionate about helping successful people maintain a lifestyle of abundance as they define it.  This is accomplished through Lifestyle Planning: The 3D Process, a unique process created by Heritage Wealth Managers: “Discover” your non-financial and financial goals; “Design” solutions to your most important problems; and “Do it” by implementing action steps focused on accomplishing your life’s dreams.

As a Certified Financial Planner™ practitioner and past Board of Directors member of his local Financial Planning Association, John has the depth of knowledge and experience to work with professionals in other disciplines to be able to assist chosen individuals with their most complex problems.  Over 25 years of financial management, John has developed a specialty of private wealth management focused on providing reliable income for retirees and tax-efficient transfer of wealth to one’s heirs.  

Solid Midwest values remain important to John.  Objectivity, integrity, and a relentless focus on the best interests of his people are at the heart of everything he does; both professionally, in impacting his select clients’ challenges in life, and personally, as the Work Projects Coordinator for the Nazareth Orphanage Mission in Tecate, Mexico. 

During his career, he has encountered the full gamut of life-altering situations (loss of income, marriage, birth of a child, divorce, the sale of a business, retirement, serious illness, death of a loved one, inheritance, etc.).  With John as your life advisor you will acquire an advocate with a refreshing approach to helping you simplify and gain control of your life in a personal, caring environment.

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, John Czajkowski, Registered Principal.  CA Insurance License #0B21151.  Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor, John Czajkowski, Financial Advisor.  Heritage Wealth Managers and Securities America companies are unaffiliated.  John B. Czajkowski is securities licensed in Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Michigan, Minnesota, New York, Ohio, Oregon, Texas, Washington and Wisconsin and is insurance licensed in Arizona, California, Colorado, Florida, Illinois and Wisconsin.

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