John Peelle, CFP®

4445 Eastgate Mall
Suite 200
San Diego, CA 92121

About Peelle Financial & Insurance Services

Peelle Financial & Insurance Services is dedicated to providing clients with professional financial service. Knowing all the options available to you is one of the most important factor in making an informed financial decision. Peelle Financial & Insurance Services works closely with our clients to make sure that they understand their choices.

Investment advisory services are offered through Lincoln Financial Securities. Peelle Financial & Insurance Services and Lincoln Financial Securities are not affilitated.

12 Years of Experience



General Information
Firm Start Year:   1996
Name of Broker/Dealer:   Lincoln Financial Securities Coporation
States Licensed in:   AL, CA
Number of Years with Current Firm:   5
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Annuities , Mutual Funds , Bonds , Stocks , Insurance
I can meet clients in the following ways:   At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Life
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly , Commissions , Based on Assets



FAQs

  • Do you have a customer satisfaction or refund policy? Peelle Financial & Insurance Services works to ensure every client receives superior customer service.
  • What are your qualifications? What is your education background? John Peelle, CFP has been working in the financial services business for 10 years. As a Certified Financial Planner, he has a background in Investments, Insurance, Retirement Planning, Estate Planning, and Taxes. He is currently licensed in securities, insurance, and realt estate in California.
  • What is your approach to financial planning? Peelle Financial & Insurance Services takes a comprehensive approach with our clients finances. We start with developing a financial strategy and then help our client to implement and monitor their progress.
  • What services do you offer? Peelle Financial & Insurance Services offers a wide range of investment and insurance products. As Certified Financial Planners, we specialize in providing our clients with objective financial advice.
  • How many clients do you currently manage? 200+
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John Peelle, CFP®

John Peelle, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:30 PM

Compensation Arrangements

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