Find the Certified Financial Planner™
Who's right for you.

John D. Buerger, CFP®

Altus Wealth Solutions

684 Higuera St
Ste D
San Luis Obispo, CA 93401
Phone: (805) 476-0333
Fax: (805) 880-1534

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Insurance
  • Retirement
  • Life Planning
  • Startup
  • Succession Planning
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Women's Finances

 

Foreign Languages
  • English

 

About My Practice

Nobody likes to be told what to do ... and we're not about to start that with you.


We know you have made some good financial decisions - everyone has. If you are honest, you'll admit you've made some mistakes, too. So have we. The question is ...


What can you do to make better and healthier financial choices?


We believe that financial planning (making strategic and healthy decisions with your money) is a professional service that can benefit just about any person, regardless of their income or savings.


So we offer financial planning services that cost less than 1% of your income - usually less than you spend on cell phone service or a family gym membership.

Financial Planning services that are SIMPLE, AFFORDABLE and FUN!


There are a lot of moving parts to your personal finances, but the best strategies are the ones that are SIMPLE and easy to understand.


With our subscription fee model for financial planning services (as low as $25 per month) designed to stay below 1% of your income, real financial planning with a CERTIFIED FINANCIAL PLANNER™ professional is now AFFORDABLE for everyday families.


Making healthier financial decisions should be FUN. We use technology and plenty of interactive games as part of our work with clients. We'll never lecture or admonish you for making mistakes (because that is definitely not fun) and life is certainly more enjoyable when you can get and keep more of whatever is most important to you (which is what real financial planning will do for you). 


Want to learn more - go to AltusWealth.com.

 

Experience

John D. Buerger, CFP® is the founder of ALTUS Wealth Solutions.  He is also the pioneering creator of the ALTUS Process which blends world class mastery of both personal development and financial planning.

John has been in financial services since 2002, but has been coaching business owners and entrepreneurs since 1996.  John also has coached youth sports since 1989.

Coaching differs from advising in its consultative nature.  The coach works with the client providing perspective and accountability as the client works to improve themselves.  Anyone can give advice, but it is far less common for a person to actually take that advice and follow through.  Having a coach who understands this dilemma greatly improves the probability that you will take the necessary action to achieve your goals in life.

 

Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Life insurance: CA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Masters of Science in Financial Services (MSFS)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

Considerations: We view financial planning as separate from investment management and charge reasonable (but separate) rates for each.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.