John Beers, CFP®
Director of Planning and Investments
Investing drew him in as a teenager. Seeing the opportunities financial planning could create, John knew the financial services industry was the right choice for him. He has been with WealthPartners since 2018, bringing extensive management experience in logistics, operations, and analysis to clients.
As the Director of Planning and Investments, John spends his time managing the firm’s investment portfolios as well as creating and monitoring financial plans. He finds great satisfaction in working through a plan to show clients that their retirement goals are possible.
John is a graduate of the University of Arizona with a Bachelor of Arts degree in History. He also earned the respected Certified Financial Planner® designation. One of his most remarkable business ventures was his involvement in a food start-up that hit it big when featured on “Shark Tank” and partnered with Mark Cuban. That venture turned into building insect farms that turn organic waste into high-value food and agricultural products – a dream of bettering the world’s sustainable food practices.
In the rare event John has time to himself, you’ll find him experimenting with woodworking in the garage. However, for John, there’s nothing better than spending time with his family.