John D. Unger, CFP®, ChFC®, CLU®

John D. Unger, CFP®, ChFC®, CLU® began his career in 1989 with a major financial planning firm in Minneapolis, Minnesota after graduation from Iowa State University, where he majored in marketing. Currently he holds his CFP®, Certified Financial Planner, ChFC® Chartered Financial Consultant and Chartered Life Underwriter® designations.

 

John joined LPL Financial as an Investment Consultant in October of 2003 and established Unger & Associates Investment Management. John's specialties include risk management, investment management, tax planning, pre-retirement planning, retirement planning and estate planning.  He serves clients in the greater Waco area and around the nation from his office in Waco, Texas.

 

"I see myself as a quality-of-life advisor more than simply a financial advisor," John says.  "To me, it is important to develop long-term relationships with my clients - one built on trust and esprit de corps.  I believe that working together with my clients, they can pursue their lifelong dreams."