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John Lounsbury » Profile

John B. Lounsbury Ph.D., CFP is a financial planner and investment advisor in Clayton, NC.

John Lounsbury's Company

John B Lounsbury CFP John Lounsbury provides comprehensive financial planning and investment advisory services to a small number of families on a fee only basis. He has a background which includes 34 years with a major international corporation, 25 years in R&D management and corporate staff positions. More recently he was a Series 6, 7, 63 licensed representative with a major insurance company brokerage from 1992 to 2001. Since 2002 he has operated his own sole proprietorship business.

Specific interests include political and economic history and investment strategy analysis. Recreational activities include hiking, non-technical mountaineering and alpine skiing.

John is also a featured commentator at TheStreet.com Real Money.
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Snapshot
  • Financial advisor
  • Trading frequency: Weekly
Interests:
  • Bonds
  • Dividends & Income
  • ETFs
  • Real Estate and REITs
  • Stocks - long
  • Stocks - short
  • Tech Stocks