John Koehler, CFP®, ChFC, CRPS, CLU
Vice President
The Retirement & Wealth Strategies Group
John joined The Retirement & Wealth Strategies Group in the fall of 2005, bringing with him 18 years of experience in the financial services industry.
Before coming to The Retirement and Wealth Strategies Group, John was the co-founder and president of Your Life Financial LLC, an independent financial education and planning company that specializes in financial education programs and retirement planning. Prior to that, John spent 13 years at TIFF-CREF in the Client Services division, where he was the director of counseling services and the Personal Consulting Group. During his tenure at TIAA-CREF, he was responsible for individuall financial planning, retirement planning, financial education, asset retention and sales. Earlier in his career, John spent several years as a commercial mortgage broker and stock broker in New York.
John graduated from Clarkson University with a bachelor of science in finance and economics. He is a Certified Financial Planner, Chartered Financial Consultant, Chartered Retirement Planning Counselor and Chartered Life Underwriter. He holds his FINRA Series 6, 63 and 26 registrations and is a member of the Financial Planning Association.