Our mission is to help our clients achieve their financial dreams by providing the best financial advice, money management and service available in the world today. Our three core values are: integrity, which means our clients’ best interest always comes first; competence, which means we will always provide our clients a team of highly trained and experienced professionals; and service, which means that we are committed to providing exceptional client service, always.
What is your investment philosophy?
We believe investing involves making a long-term commitment to a properly diversified portfolio based on the client’s financial dreams and risk tolerance level. CPA Retirement Planning believes that investment decisions should be made with a monitored, consistently-applied investment strategy and should not be based on emotions or an attempt to time the market. Our clients can be expected to be guided in their wealth management decisions along the way. This approach has proven to be a prudent way of managing money through the recent market turmoil.
Define the added value of your services in relationship to your fees.
Our financial advisors are all CERTIFIED FINANCIAL PLANNER™ practitioners and we invest heavily in training for our staff and in the most advanced technology in order to provide the best possible client service. Our experienced team of professionals takes a “hands on” approach to financial guidance. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. We pride ourselves on being independent financial advisors, hence the advice we provide is objective and free from conflicts of interest.
165 Wells Rd., Suite 407
Orange Park, FL 32073
Mary Vertner, CFP® • Financial Advisor
Mary has been on the CPA Retirement Planning team since 2003. She earned a bachelor’s degree in business administration from Montreat College in Montreat, North Carolina. In addition to obtaining her Certified Financial Planner® certification, Mary is a certified counselor and volunteer for the SHINE Program (Serving Health Insurance Needs of Elders), which provides assistance to seniors concerning health insurance issues, especially Medicare issues. Mary is a member of ImpactJax and the Clay County Chamber of Commerce. In her leisure, Mary enjoys kayaking and photography. Mary and her husband David reside in Jacksonville.
John Linge, CPA, CFP®, ChFC • Senior Financial Advisor
John has been providing sound investment advice since 1987, when he worked on Wall Street at CitiCorp Investment Bank. He earned his bachelor’s degree in accounting from the University of Central Florida and an MBA in finance from the University of Florida. John is a past president of the Estate Planning Council of Northeast Florida, an active member of the Rotary Club of Orange Park and a member of the Clay County Chamber of Commerce. In his leisure, John enjoys coaching at the YMCA, the Jaguars, college football and basketball, politics, reading and water sports. John, his wife Patricia, daughter Jessica and son John III reside in Orange Park.
Securities and advisory services offered through NPC of America (NPCOA), Member FINRA/SIPC, a Registered Investment Advisor. CPA Retirement Planning and NPCOA are separate and unrelated companies.