John Schnorr is the CEO and founder of United Safeguard Financial Group. He is a Financial Planner and Fiduciary Investment Advisor Representative with over 25 years of experience designing portfolios to help retirees make more informed decisions to build a strong financial future.
John established his own firm built on the philosophy of always giving advice that is in the best interest of his clients. He structured United Safeguard Financial Group as an independent financial consulting firm which allows for suitable and appropriate recommendations for the client. This structure allows John to act as a Fiduciary to his clients and always recommend the most appropriate investments for them.
John specializes working with clients who are nearing or who are already in retirement and he has a deep understanding of the economy and the dilemmas they specifically face. He has advised thousands of retirees on strategies to help grow their retirement assets without taking unnecessary risks.
He has previously held the Series 6, 63, & 26 licenses and currently holds the Series 65 as well as his life, health, and long-term care insurance licenses. John is also is a Certified Financial Educator (CFEd®️). The CFE Certified Financial Educator®️ or CFEd®️, is a FINRA recognized designation that is registered and offered through the Heartland Institute of Financial Education, a 501(c) (3) national nonprofit. This prestigious and one of a kind designation is awarded to individual professional practitioners who have knowledge in the field of financial services as well as Experience in the area of teaching or instructing adult learners.
In addition, United Safeguard Financial Group works with a network of CPAs and Estate Planning Attorneys for tax and estate planning needs.