John Estrella, financial advisor West Brookfield MA

John Estrella

CRD Number: 5830523
Current Firm: Able Financial Planning

John Estrella (CRD# 5830523) is an Investment Advisor Representative working at Able Financial Planning in West Brookfield, MA and has over 13 years of experience in the finance industry. John Estrella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Able Financial Planning Inc. West Brookfield, MA Apr 2016 - Current 7
Able Financial Planning Inc. West Brookfield, MA Apr 2016 - Current 7
Able Mortgage Inc. West Brookfield, MA Mar 2016 - Current 8
John P. Estrella Dba Able Mortgage Company Berkley, MA Oct 2005 - Jan 2020 14
The Prudential Insurance Company Of America Warwick, RI Aug 2010 - Mar 2016 5
Pruco Securities, LLC Warwick, RI Aug 2010 - Mar 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for John P. Estrella
Phone Number: 508-3459048
Firm Website: http://www.linkedin.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $50,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

MA

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