John H. Burt, Jr., CLU, ChFC, CMFC, LUTCF

John connects with his clients in the areas of family protection and wealth planning. In 1991 he earned a BBA in Risk Management and Insurance from The University of Georgia. His professional titles include Chartered Life Underwriting, Chartered Financial Consultant, Chartered Mutual Fund Counselor, and Life Underwriting Training Council Fellow. In addition, he is a registered representative and holds a series 6, 7, 63, and 65.

John’s business mission is to help his clients identify financial strategies based on what means most to them. This process includes identifying a family’s challenges, goals and opportunities, planning for significant relationships, and using a family’s experience as a component for future plans. The real benefit is that a family’s financial strategies are meaningful and clearly connected to their personal intentions.

John’s intention is the be a great dad and husband and to be financially secure. John lives in Cumming with his wife, Lisa, and their three children, Harrison, Jonathon and Charlotte. His interests include coaching children’s sports teams, wildlife and land management, archery, hunting, fishing, skiing, and motocross.

John's office address:

2009 Granbury Court

Cumming, Georgia 30041