John Schaffstein, WMCP®

As a Senior Client Specialist, John takes pride in building strong relationships with clients, while seeing clients grow and measure progress through financial planning. His list of duties include generating financial plans and investment reports, serving as the technology concierge, assisting clients with online services and scheduling client reviews. John enjoys being able to learn the ins and outs of the financial planning industry from top advisors at The FWP Group.

John has received his bachelor's degree in business administration with a major in finance from the University of Dayton in 2020. He interned with The FWP Group for a year and a half prior to joining full time upon graduation. He is fully licensed with the Series 7, 66, and Life and Health Insurance licenses.  He has also earned his Wealth Management Certified Professional (WMCP®) designation.

Outside of work, John likes to golf, travel, be outdoors, root on his Dayton Flyers and enjoy spending time with family and friends.