Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Augenblick is a financial advisor at Rockwood Wealth Management, LLC, a registered investment advisor located in New Hope, PA. John has been with Rockwood Wealth Management since December 2008. He is a Certified Financial Planner® and holds a Series 65 license. John has over 15 years of experience in the financial services industry. He specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, trusts, charitable organizations, and businesses. John is also a School Director of the New Hope Solebury School Board.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
01/06/2009 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
IA
Issued 09/12/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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