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Our financial advice team


John Shimp

John Shimp

CFP®, CRPC®, APMA®, CDFA®, CLTC®

Private Wealth Advisor

Managing Partner of
RidgePoint Financial Partners
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 34 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Small Business
  • Cash Flow Management Strategies

Interests

  • Spending time with my family and friends
  • Volunteering for youth sports in Bucks County particularly Warrington Township and Warwick Township
  • Volunteering in the broader community, spending time outdoors, and music
  • I'm a fan of all things Philadelphia - history, food, sports, etc.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Circle of Success, 2011, 2012, 2014, 2019, 2020
  • Better Business Bureau Accredited, 2011-2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • CFS® Certified Fund Specialist
  • CLTC® Certified Long Term Care®

Education

  • B.S., Business Administration and Public Administration, Saint Joseph's University, Philadelphia, PA

Professional associations

  • Certified Financial Planner Board of Standards Inc.
  • Financial Planning Association
  • Lower Bucks County Chamber of Commerce
  • Newtown Business Association
  • American Bar Association, Associate Member- Family Law
  • Philadelphia Estate Planning Council

Community participation

  • St. Joseph St. Robert School Advisory Board, Chairman, Warrington, PA
  • St. Joseph St. Robert CYO, Basketball Assistant Coach, Warrington, PA
  • Boys & Girls Clubs of Philadelphia- Bridesburg Unit, Unit Council Member, Philadelphia, PA
  • National Eagle Scout Association, Life Member
  • Boys & Girls Clubs of Philadelphia, Alumni Hall of Fame Inductee 2011
  • Warwick Township Baseball, Jamison, PA - Director of Fundraising and Community Relations