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John Longstaff, CFP®

Partner/Sr. Financial Planner

Fresno

After more than 30 years in the financial planning profession, almost all of which as a CFP® practitioner, my responsibilities at The Planning Center are those of a senior planner, a relationship manager, and a mentor to the younger members of our talented team of financial planners. I specialize in transition planning, retirement planning, and life/wealth-related financial planning. I would say the highlight of my career was serving as the National President for the Institute of Certified Financial Planners in 1996. I love what I do and my goal is to continue to serve as a mentor to those who are committed to serving the needs of others.

“Use It Up, Wear It Out, Make It Do or Do Without”

As someone who is blessed to have been born with a servant’s heart, this profession answered my personal and professional callings. Or I could say, more realistically, this profession snagged me. I can think of nothing I would rather be doing than reveling in the honor and privilege of accompanying a client on such a personal adventure as their life’s journey. And some of it even has to do with financial planning!

Credentials

Affiliations

  • Financial Planning Association (FPA)
  • National Association of Estate Planners (NAEP)
  • National Association of Personal Financial Planners (NAPFA)
  • Accredited Estate Planner (AEP)

Areas of Expertise: Life/Wealth and Transition Planning

Education: Bachelor of Science, Business; University of the Pacific (UOP)

Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

Leadership:

  • National Pres/Chair Institute of Certified Financial Planners (ICFP) 1996/97
  • Past Pres/Chair Fresno State Baseball Dugout Club 1997/98
  • Past Pres/Chair Fresno Estate Planning Council 1998/99
  • CFP Board of Professional Review 2001-2004
  • Founding Secretary Financial Planning Association of CA, Inc. 2014
  • Chair, Elder Board, New Hope Community Church 2014-Present

My personal hero:
My father

Who inspires me:
Allie, my wife, who triumphs daily over MS, as well as being a 12+-year breast cancer survivor. Her perseverance, discipline and faith inspire me in recognizing and acknowledging what really matters in life.

My favorite thing:
Cherished family time; especially time enjoying our granddaughters.

My greatest extravagance (under $100):
A good cigar and an even better bottle of wine, enjoyed in great company, exemplifies my idea of extravagance.

Most important accomplishment:
Fatherhood/Grandfatherhood

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

50
Year Vision

Forward Looking

We make decisions with future generations in mind

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

100 Percent
Independent

Objectivity

We listen and keep an open mind

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