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John A. House, ChFC, CEPA

Helping individuals accumulate, and preserve assets, while minimizing income taxes and estate taxation.

John A. House, ChFC, CEPA is the President & CEO of MasterTech Financial Advisors, Inc., a financial services firm.1 He is a Chartered Financial Consultant (ChFC) and a Certified Exit Planning Advisor (CEPA), which indicates his expertise in financial planning and business exit strategies.1

Professional Services

John A. House offers a range of financial services, including:

  • Financial Advisory
  • Personal Tax Planning
  • Life Insurance
  • Financial Consulting
  • Business Consulting1

Focus Areas

His work primarily revolves around:

  • Helping individuals accumulate and preserve assets
  • Minimizing income taxes and estate taxation for clients356

Expertise

John demonstrates expertise in various financial topics through his LinkedIn posts:

  • Inflation and Investment Returns: He educates clients on how inflation affects the real rate of return on investment portfolios.2
  • Retirement Planning: John provides insights on timing retirement and offers tips for locating old retirement plans from former employers.47
  • Life Insurance: He discusses the differences between term and permanent life insurance.6
  • Net Worth Calculation: John shares information on determining current net worth.5

As a financial professional, John A. House appears to be committed to educating his clients and network on various aspects of personal finance, retirement planning, and wealth management.

Related Questions

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How does John A. House help clients with personal tax planning?
John A. House, ChFC, CEPA
John A. House, ChFC, CEPA, photo 1
John A. House, ChFC, CEPA, photo 2
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Location

Escondido, California, United States