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John Worrel Jr., LUTCF, RFC, CIS

John Worrel Jr., LUTCF, RFC, CIS

Financial Planner(AFG)

John Worrel began his financial services career in 1995 after a successful career in the computerized tax processing and business information industry and is now entering his 22nd year as a financial advisor.  John is committed to providing counsel and unbiased guidance to his clients. His focus is to help clients set their financial goals in order to achieve financial independence. To work towards that goal, John helps them to wisely spend, save, invest, insure and plan for the future using insurance, financial products and strategies. John focuses on retirement planning for professionals, small business owners and other individuals. He is an Investment Advisory Representative of Ameritas Investment Corp. (AIC) with FINRA Series 7, 63, 65 and 24 registrations.

John is a member of the National Assn. of Insurance and Financial Advisors (NAIFA) and past board member of NAIFA-GNO.  He is a member of the International Assn. of Registered Financial Consultants (RFC®) whose members must meet  high standards of education, experience and integrity.  John also holds the designation of Life Underwriter Training Council Fellow (LUTCF) with additional studies in life insurance and business and estate planning.  John also holds the Certified Income Specialist designation (CIS) from the Institute of Business and Finance.

John is locally grown and educated. After graduating from Jesuit High School, he attended the University of New Orleans and attained his B.S degree in Marketing. At U.N.O., he was a member of Phi Kappa Theta Fraternity and served as their president and treasurer. He was also a member of the American Marketing Association at U.N.O and served as their treasurer.

John has achieved Million Dollar Round Table and Ameritas Life Insurance Company President’s Club.

In his leisure time, John enjoys spending time with his wife, Erin and their four children. His hobbies include amateur photography and landscaping, salt water fishing and N.O. Saints football.