John Palladino, Jr., CLU®, CFP®, ChFC®, CLTC
John Palladino, CLU®, CFP®, ChFC®, CFP is the President and chief investment advisor for 401(k) Professionals, Inc. John founded the firm and has grown the company to become one of the leading defined contribution consulting organizations to small and mid-market companies in California. He counsels clients on developing and maintaining effective due diligence practices, as well as meeting their fiduciary requirements. His quantitative and qualitative analysis helps plan sponsors meet their fiduciary obligations while enhancing investment opportunities for participants.
John holds the following financial services and retirement industry professional designations:
• CLU®, Chartered Life Underwriter®, from The American College Bryn Mawr, Pennsylvania
• CFP®, Certified Financial Planner®, from the College for Financial Planning in Denver, Colorado
• ChFC®, Chartered Financial Consultant®, from The American College Bryn Mawr, Pennsylvania
Chris Kentzer, Associate Advisor & Client Services
Chris is the firm’s client services manager & associate. He manages the tasks & service teams in support of plans at the firm.
Life, Accident & Health Licensed – CA