John Congdon is a Retirement Advisor at Peak American Financial Group in Southern CA. He has been with our company for three years, worked in four states with thousands of clients, and has successfully settled hundreds of estates. As a result of witnessing poor estate planning within his own line of family, John has dedicated himself to helping his clients plan for the worst and pray for the best. His greatest focus is smart estate planning: nurturing wealth in one’s own estate while minimizing the overall tax burden for all beneficiaries.
John lives in Upland, California, where he enjoys a rather simple life. John describes himself as an outdoor enthusiast, seasoned hiker and fisher, and musician. John always looks forward to learning more about his clients and their experiences in order to help achieve their ultimate financial goals.