John N. Francisco, CLU, ChFC, MSFS

John N. Francisco, CLU, ChFC, MSFS

Phone: 770-353-6399
Fax: 770-353-6396
E-mail:

Jack has more than two decades of professional experience in the financial services industry.  In addition to providing financial advisory services to families, individuals, and businesses, he has developed and directed financial service organizations in the US and in several foreign countries.

 

Early in his career Jack developed expertise in Estate and Retirement Planning and Charitable Giving helping people plan for retirement and conserve their estates.  Using this expertise, Jack introduced retirement planning methods to financial service companies in Japan, Taiwan, and Southeast Asia.  Jack and his family resided overseas for ten years in Malaysia and China.  In Malaysia, Jack served as CEO of an American owned insurance company and his work in China resulted in one of the first licenses granted to an American insurance company.

 

Jack earned the Masters of Science in Financial Services from the American College in 1988.  He has also earned several professional designations including the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Fellow Life Management Institute (FLMI), and the Associate Customer Service (ACS).  Jack is a member of the Society of Financial Service Professionals and the Forsyth County Chamber of Commerce.

 

Originally from the Midwest, Jack and his wife Lee moved to the Atlanta area in 1999.  They reside near Lake Lanier and have three grown sons.  Their interests include golf, tennis, gardening , and visiting with their sons.