John Schlatter
Founder and CEO at Salient Wealth Planning Group- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
CFP® | CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardJan, 1994- Nov, 2024 -
Insurance License
National Association of Insurance Commissioners (NAIC)Jan, 1988- Nov, 2024 -
Series 7 | Series 63
Financial Industry Regulatory Authority (FINRA)Jan, 1988- Nov, 2024
Experience
-
Salient Wealth Planning Group
-
Financial Services
-
1 - 100 Employee
-
Founder and CEO
-
Jan 2018 - Present
John Schlatter, CA Insurance License 0745047, is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Salient Wealth Planning Group is not an affiliate of Lincoln Financial Advisors Corp.… Show more John Schlatter, CA Insurance License 0745047, is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Salient Wealth Planning Group is not an affiliate of Lincoln Financial Advisors Corp. John Schlatter is securities registered in AZ, CA, CO, CT, FL, HI, ID, IN, MD, MT, NV, NJ, NY, OH, OR, TX, UT, and VA. CRN-4759300-052422 Show less John Schlatter, CA Insurance License 0745047, is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Salient Wealth Planning Group is not an affiliate of Lincoln Financial Advisors Corp.… Show more John Schlatter, CA Insurance License 0745047, is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Salient Wealth Planning Group is not an affiliate of Lincoln Financial Advisors Corp. John Schlatter is securities registered in AZ, CA, CO, CT, FL, HI, ID, IN, MD, MT, NV, NJ, NY, OH, OR, TX, UT, and VA. CRN-4759300-052422 Show less
-
-
-
Salient Consulting Group
-
El Segundo, CA
-
Founding Partner
-
Jan 1990 - Dec 2017
Salient Consulting Group has been providing premier wealth management and advanced financial planning services for over 25 years. We are a boutique firm specializing in bringing creative customized design ideas in the areas of wealth creation and preservation with an emphasis on tax efficiency and wealth transfer to the next generation. Our approach to investment management is based upon core principles developed and time tested since the firm’s inception. We begin by asking the right… Show more Salient Consulting Group has been providing premier wealth management and advanced financial planning services for over 25 years. We are a boutique firm specializing in bringing creative customized design ideas in the areas of wealth creation and preservation with an emphasis on tax efficiency and wealth transfer to the next generation. Our approach to investment management is based upon core principles developed and time tested since the firm’s inception. We begin by asking the right questions to lay a solid foundation for our clients’ investment plan, making it unique to each individual and family. Show less Salient Consulting Group has been providing premier wealth management and advanced financial planning services for over 25 years. We are a boutique firm specializing in bringing creative customized design ideas in the areas of wealth creation and preservation with an emphasis on tax efficiency and wealth transfer to the next generation. Our approach to investment management is based upon core principles developed and time tested since the firm’s inception. We begin by asking the right… Show more Salient Consulting Group has been providing premier wealth management and advanced financial planning services for over 25 years. We are a boutique firm specializing in bringing creative customized design ideas in the areas of wealth creation and preservation with an emphasis on tax efficiency and wealth transfer to the next generation. Our approach to investment management is based upon core principles developed and time tested since the firm’s inception. We begin by asking the right questions to lay a solid foundation for our clients’ investment plan, making it unique to each individual and family. Show less
-
-
Education
-
1983 - 1987
San Diego State University-California State University
Bachelor's degree, Economics
Community
