Scripps Tax & Financial Group | Financial Advisor in San Diego ,CA

John M. Gergurich & Jason B. Laccone
9909 Mira Mesa Blvd. Ste. 230
San Diego, CA 92131

About

Scripps Tax & Financial Group is a financial planning and tax advisory firm that has been in business for over 35 years, and not only has the size and scope necessary to provide you with the expertise, knowledge and experience to help you reach your financial objectives. We understand that each of our clients has many different situations calling for specialized attention from a tax perspective as well as a financial perspective. Our approach differs from others because we tailor our services to address your financial and tax matters comprehensively rather than on their own. A growing problem in the industry is that a tax professional and financial planner can be out of sync in their given duties and your goals and objectives can be subject to large setbacks due to the lack of cohesiveness between these professionals. We have seen from our experience that harmonizing the approach leads to a more effective comprehensive plan to reach your financial goals and objectives.

7 Years of Experience



General Information
Firm Start Year:   1975
No.of Employees:   5-9
Insurance License#:   0G18426
Name of Broker/Dealer:   Capital Analysts Incorporated
Name of Custodial Firm:   Pershing, LLC
States Licensed in:   CA,TX
Number of Years with Current Firm:   4
Work Experience:   Please visit www.scrippstax.com for more information.
I work with the following types of clients:   Businesses , Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Annuities , Mutual Funds , Options & Futures , Bonds , Stocks , Insurance , Commodities
I can meet clients in the following ways:   Via email , At my office , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Health , Life , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information
Firm's Number of Clients:   800


Compliance
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:   $50,000
Compensation Methods:   Flat Fee , Commissions , Based on Assets , Hourly
Fee % Based on Assets:   1.5% -1.0%
Hourly Rate:   $250
Additional Details on Charges:   Financial Plans and Modular Plans are based on hourly rate. More information on fees can be obtained on our Fee Schedule (Price ranges are provided as a guide).



FAQs


DISCLOSURE

www.scrippstax.com/disclosure.php


DISCLAIMER

Securities and Investment Advisory Services offered by Capital Analysts Incorporated. Member FINRA/SIPC. Capital Analysts Incorporated and Scripps Tax & Financial Group are independent non-affiliated entities. This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful. Interactive and static content provided by third parties are not prepared by the firm, endorsed by the firm, nor verified by the firm. Such content should not be used to make an investment decision.

John M. Gergurich, CFP

John M. Gergurich, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, CRPC, EA

Communities Served

Any and all states

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM