Skip to main content

Our financial advice team


John Voight

John Voight

CFP®, CRPC®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Voight, Ortiz & Associates
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances

Interests

  • Spending time with my wife and three sons
  • Coaching my kids' sports teams and participating in sports

Awards & recognition

  • Ameriprise Circle of Success, 2011 and 2013-2020
  • Ameriprise Diamond Ring Award, 2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®

Education

  • Bachelor of Arts in Political Science - North Carolina State University
Newsletter

to receive my newsletters and other financial and market information

Community participation

We partner with Back Beginnings in June and November for National Day of Service where we sort nearly 3,000 pounds of food to help children in need. We always have a great number of clients join us, and would love to have you serve the community with us.

Check back regularly for updates.