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John Longstaff, CFP®
Sr. Financial Planner
Fresno
After more than 35 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 2014-2016
- Elder Board Member, New Hope Community Church 2005-Present
My personal hero:
My father
Who inspires me:
Allie, my wife, who triumphs daily over MS, as well as being a 15+ 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
