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John Burg, Financial Advisor serving the Temecula, CA area - Ameriprise Advisors

John Burg

Financial Advisor

Managing Director
The Burg Group
37
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 17 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies

Qualifications

  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65
  • FINRA Series 24

Education

  • California State University Fullerton - BS Business Degree with emphasis in Accounting and Finance

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022

Professional associations

  • Temecula Valley Winegrowers Association

Previous experience

  • Senior Vice President-Investments, Wells Fargo Advisors, Temecula, CA, 2008-2018

Community participation

  • Folds of Honor
  • Soroptomist International of North San Diego

Interests

  • Family
  • Golf
  • Wine making
  • Gardening
  • Hiking
  • Fishing
  • Skiing