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John Borger, CFP® - Registered Investment Advisor

 

It takes specialized knowledge to provide the kind of services John provides for his clients. John has undergone extensive financial product training, having personally trained many financial professionals. John completed his CFP® course work through the American College and received his Certified Financial PlannerT certification from the CFP® Board of Standards in 2004. John is a co-founder of Royal American Financial Advisors, LLC and Royal American Insurance Services, LLC. In addition to being a series 65 registered investment advisor, John is a licensed California Real Estate Broker, FINRA series 7 licensed and has his FINRA series 24 supervisory license. John is a frequent lecturer in Riverside County and is an author as well. John is a long-term resident of Menifee California with his wife Cara and his sons Tyler and Trevor.


Click Here for John's Professional Resume

 

Contact John Borger, CFP®

Registered Investment Advisor

Telephone: 951-679-2065   Fax: 951-679-2660

 

 

At Royal American Financial Advisors we like to say we are in the "Stay Rich Business" and not the "Get Rich Business". Royal American strives to provide each client with the highest quality investment advisory services, the kind of information affluent investor need to Stay Affluent! Systems and technology that are unavailable to the general investing public enable us to recommend appropriate allocations of your portfolio to best suit your long-term financial objectives. To meet Royal American Financial Advisors' professional standards, all advisors are required to meet certain educational and business qualifications. Royal American representatives are required to have appropriate licenses and registrations to transact business, including FINRA registration, required state securities and insurance licenses and a state investment advisor registration.

 

Royal American Financial Advisors Form ADV Part II