As co-owner of Heritage Wealth Managers (www.gohwm.com), John Czajkowski is a highly experienced, results-driven, Certified Financial Planner™ specializing in retirement & legacy planning in the North County of San Diego, California. As the creator of Lifestyle Planning: The 3D Process, his focus is on Discovering, Designing, and Doing what will maximize his clients’ quality of life in retirement
& create a legacy for their loved ones. As a native of the Midwest, John daily applies the values of hard-work & dependability (so well-recognized & respected in Midwesterners) to every advisory client found coast to coast. Passionate about helping others, John has taken an active role in his community as the former work projects coordinator & Board of Directors member of the Outreach for Nazareth Orphanage (www.OFNO.org) in Tecate, Mexico. John Czajkowski is a registered principal (branch manager) overseeing the careers & ethics of other financial advisors. He offers securities through Securities America, Inc., a registered broker/dealer & member of FINRA (www.FINRA.org) / SIPC (www.SIPC.org). Advisory services are offered through Securities America Advisors, Inc. His firm, Heritage Wealth Managers, & Securities America are unaffiliated companies. Please visit our website, www.gohwm.com for full disclosures. John has branch office locations at 332 Cantle Lane, Encinitas, CA 92024 & 1546 W. Tombstone Trail, Phoenix, AZ 85085. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative or our client experience.
