John Barringer

CFP®
Retirement, Investing, Lifestage Based Planning
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“For 30 years, John Barringer has advised executives and employees about their equity compensation and retirement plan holdings.”
Firm:

Executive Wealth Planning Partners

Job Title:

Managing Partner

Biography:

John spent 28 years as a financial adviser at a major wire house before leaving to start his own advisory firm, Executive Wealth Planning Partners (affiliated with First Financial Equity Corp.) specializes in providing consulting and asset management services to public companies, their employees and qualified retirement plans. Through a series of strategic partnerships John's team offers stock plan administration, corporate cash management, 401(k) plan administration services and individual asset management.

John is also the founder of the National Association of Stock Plan Professionals (NASPP) Rocky Mountain Chapter. He currently serves as Chapter President. This organization is devoted to the promotion of professionalism in the design, administration of and advice to equity compensation plans and their participants at the nation’s publicly traded companies. He is a member of the Global Equity Organization (GEO), the National Center for Employee Ownership (NCEO) and the Financial Planning Association (FPA).

John is an advisory board member and contributing editor at the financial advice web site myStockOptions.com. His popular “Stockbroker Secrets” articles found there are a common-sense guide to managing employee stock options wisely.

John has also assisted in the development of employee stock option analysis software published by Net Worth Strategies in Bend, Oregon which financial and tax advisors nationwide use to model employee stock ownership and stock option exercise strategies.

Education:

BA, Economics, University of Colorado-Boulder

Assets Under Management:

$100 million

Fee Structure:

Fee-Based
Commission

CRD Number:

1560069

Insurance License:

#29825

Disclaimer:

Executive Wealth Planning Partners is a marketing entity affiliated with First Financial Equity Corporation for the purposes of providing brokerage securities and investment advisory services. Brokerage Securities and Insurance products are offered through First Financial Equity Corporation.  Executive Wealth Planning Partners, First Financial Equity Corporation and it’s advisors do not give tax or legal advice. This material was not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Please consult your tax advisor or attorney for tax and legal advice. The opinions expressed and materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. First Financial Equity Corporation is Member FINRA/SIPC.

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February 2017
    401(k), Career / Compensation, IRAs, Stocks
February 2017
    Career / Compensation, Choosing an Advisor, Financial Planning, Stocks

All Answers
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    Investing
I invested $200,000 with a steady yield of 8% per year that I kept for 9 years. How can I estimate the value of my investment using the rule of 72?
78% of people found this answer helpful

The Rule of 72 is a quick way of estimating the rate at which a stated rate of return will double the value of an investment. The number 72 is divisible by 2, 3, 4, 6, 8,9, and 12 so it's a simple way to do the calculation that most people (even those with limited arithmetic skills) can do.  An 8% return will double your investment in  nine years. [ 72 / 8 = 9 ]. So in your example, you should have $400,000.

April 2016
    Asset Allocation, Stocks
How should I balance my portofolio between dividend paying stocks and growth stocks?
77% of people found this answer helpful
May 2016
    Investing, Stocks
What is the ideal number of stocks to have in a portfolio?
76% of people found this answer helpful
October 2016
    Investing, Starting Out
It's my first time investing and I would like to know whether to choose margin or cash?
75% of people found this answer helpful
April 2016
    Investing, Stocks
Which price of a stock do I end up purchasing?
75% of people found this answer helpful
April 2016