John Oldham
He earned a Bachelor's degree in Management from the United States Military Academy at West Point and a Master of Business Administration degree from the University of Connecticut. He holds Series 7 and 66 securities licenses plus state life and health insurance licenses.
Understanding that the single most powerful contributor to financial well-being is behavior, John works closely with clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, John is ready to assist clients as they pursue their goals through a lifetime financial journey.
As an avid volunteer in local youth sports, John understands the importance of coaching and applies that understanding through coaching his clients toward productive, lifelong financial habits.
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
This webpage contains a testimonial from a Financial Advisor for First Command Financial Services, Inc. and/or its affiliated entities (together "First Command") regarding their District Advisor. It is shared solely for purposes of recruiting (i.e., to help you determine whether a career as a Financial Advisor is a good fit for you). It is not intended to be an advertisement for First Command's products or services. The testimonial was provided by the Financial Advisor on a strictly voluntary basis. First Command has not paid any compensation to the Financial Advisor for the testimonial; however, the Financial Advisor is a paid employee or independent contractor of First Command and is supervised by the District Advisor with respect to their day to day activities. The testimonial may not be representative of the experience of other First Command Financial Advisors and is no guarantee of future performance or success. First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.