> John C. Herman CFP®
John C. Herman CFP® is the Investment Manager for CFO Solutions LLC, a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Boulder, Colorado. CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors, other professionals and small business owners, and the economic issues facing them.
John’s professional track record demonstrates experience and sophistication which he now brings to bear on behalf of CFO clients. His previous senior management experience includes Chief Operations Officer and other senior positions at Mercer Advisors, which firm advised nearly $1.0 Billion in client assets (nearly all doctors) from 1988 to 1995, Chief Executive Officer at Xélan Investment Services, which firm advised 3/4 Billion in client assets (nearly all doctors) from 1995 to 2002, as well as $50 million at his boutique advisory firm specializing in custom design and efficiencies available in ETF’s (again, nearly all doctors) from 1996 to present.
Over the years, John has developed and maintained relationships with many CFA’s, CPA’s, CFP’s, Plan Administrators, Actuaries, Investment Advisors, Portfolio Managers, Broker Dealers, Trust Managers and Insurance Professionals. He utilizes these strong relationships to consistently remain on the cutting edge of investment technology.
He is a 1980 graduate of Pennsylvania State University where he earned a Bachelor of Science in Finance and at UCLA where he completed the requirements for a second major in Accounting. He currently holds the professional designation of Certified Financial Planner® and holds the Series 2, 63 & 65 designations.
CFO’s preferred investment vendors include SEI Investments, Ameritrade Institutional, John Hancock Financial Services, Allianz Life Insurance Company, American Equity Life Insurance Company, Jackson National Life Insurance, Pacific Life Insurance Company and others.