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John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM™ , AIF®

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Other Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
  • Legal
    • -Legal Planning

Funds

Funds Used With Clients

Fund Assets in Fund
Vanguard 500 Index Fund $10M-$50M

    Firm Client types

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Aspire Capital Advisors LLC 11 months, 3 weeks Oct 2018 - Present
    Synergy Financial Services, Inc. 17 years, 1 month Aug 2002 - Present
    Synergy Financial Services, Inc. 16 years, 2 months Aug 2002 - Oct 2018
    Synergy Financial Management LLC 17 years, 11 months Oct 2001 - Present
    Synergy Financial Management LLC 17 years Oct 2001 - Oct 2018
    Flavin Financial, Inc. 21 years, 2 months Jul 1998 - Present
    Flavin Financial Services, Inc. 21 years, 2 months Jul 1998 - Present
    Financial Services International Corp. 5 years, 9 months Mar 1998 - Dec 2003

    Designations & Memberships

    • Financial Planning Association
      Membership
      Financial Planning Association
      The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
    • Accredited Investment Fiduciary
      Designation
      Accredited Investment Fiduciary
      The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
    • Certified Financial Planner
      Designation
      Certified Financial Planner
      A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
    • Chartered Financial Consultant
      Designation
      Chartered Financial Consultant
      Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
    • Chartered Life Underwriter
      Designation
      Chartered Life Underwriter
      A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

    Articles and Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jun 14, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Sep 20, 2013
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on June 15, 2019
      • $135.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 122
        number of clients
      • $1.1M
        Estimated Average Account Balance Per Client

    Aspire Capital Advisors LLC

    Last updated on June 10, 2019
      • $82.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 312
        Accounts
      • $263.9K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees