John L. Jenkins, AEP®, EA, CFP®

John on SCI

John on APS

John L. Jenkins, AEP®, EA, CFP®, is the Founder, President and CEO of Asset Preservation Strategies, Inc. A San Diego native, John has been a financial professional since 1982. He holds BA and MA degrees from San Diego State University and has developed a strong financial foundation by pursuing several professional certifications and designations. In 1985, he completed his CERTIFIED FINANCIAL PLANNER™ professional studies through the College for Financial Planning in Denver and was admitted to the Directory of CFP Practitioners in 1993.

John also holds a Masters Degree in Wealth Strategies Planning from the Estate and Wealth Strategies Institute at Michigan State University and is endowed as a full Fellow of the Esperti Peterson Institute. He is a Certified Agent for the California Partnership for Long Term Care and an Enrolled Agent (EA), having successfully passed the exam administered by the IRS. He is also a Laureate of the Southern California Institute.

John has authored or co-authored the following books and publications:

• Minimum Retirement Plan Distribution Rules When Someone
  Passes Away
• Estate Planning with IRAs for California Professionals
• 21st Century Wealth
• Living & Learning: Achieve Retirement and Education Security

John was an Adjunct Faculty member of the National Endowment for Financial Education and is recognized in both “Who’s Who in California” and “Who’s Who in Finance.” He served on the board of the San Diego Chapter of the Financial Planning Association (FPA), is a board member and past president of the San Diego Estate Planning Council, and as a member of the Estates and Trusts Committee for Rady Children’s Hospital Foundation.

John is a member of FPA and the CA Society of Tax Consultants. He adheres to their strict codes of ethics and obtains a minimum of 60 hours of continuing education every two years to retain his member and licensing status.

John is frequently quoted in the financial press, including Financial Planning, Investment News, The San Diego Union-Tribune, the La Jolla Light and the San Diego Business Journal. San Diego Magazine named him a Five Star, Best in Client Satisfaction Wealth Manager in 2007 and 2008.

John is the proud father of four children and a grandfather to one granddaughter. In his spare time he plays guitar and sings, on occasion professionally. He enjoys movies, cycling and culinary pursuits.