John Bates

FINANCIAL PLANNING INTERN

Overview

As W3'S Financial Planning Intern, I will be assisting in the development of financial plans and presentations for meetings. I will also be working on reporting mail, enhancing our welcome kit for new clients, updating beneficiaries, and tracking Required Minimum Distribution. I look forward to expanding my knowledge of the finance industry and preparing for a career as a CFP, as well as networking with clients and assisting them with any financial dilemmas that are occurring in their lives.

ACCREDITATIONS & EDUCATION

    • Junior Finance major on the Certified Financial Planner Track at Youngstown State University
    • President of Theta Chi Fraternity on campus

HOBBIES AND PERSONAL LIFE

  • I am 20 years old and from Kinsman, Ohio.
  • I love to play soccer (on an intramural team at school) and going to the gym.

FAVORITE QUOTE

"In three words I can sum up everything I've learned about life: it goes on." -Robert Frost

John Bates
<br>- Financial Planning Intern -<br/>

330-856-6345

jabates@w3wealth.com

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