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John Sturgis, CFP®

Senior Wealth Advisor

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5298 | Fax: 888-989-9247

Background

John Sturgis is a Senior Wealth Advisor at TCG Advisory Services, LLC, a HUB International company (TCG) where he is responsible for every aspect of his clients’ financial lives. John provides support in areas relating to investment management, tax planning, estate planning, and much more. John is strong in his ability to implement and monitor plans that he creates in his clients’ lives to provide them with the framework needed to achieve their goals. John strives to present his clients with practical and actionable guidance to achieve their financial aspirations with the highest level of service.

John received a B.S. in Business Administration from Chapman College and also has over 30 years of experience as a CERTIFIED FINANCIAL PLANNER®. John has had many roles throughout his extensive experience in the financial services industry. Most recently, he was a Branch Manager for Charles Schwab and TD Ameritrade. John has also served as West Coast District Manager for CUNA Brokerage Services.

John currently resides in Albuquerque, New Mexico with his wife, Lisa. In his spare time he enjoys wine, jazz, and cooking. 

Areas of Focus

  • Wealth management
  • Investment Selection 
  • Comprehensive Financial Planning Services
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.
 
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.
*Some of the services listed above may be provided outside of HUB International and its affiliates.

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