John Halterman, best-selling author and nationally published blogger has been featured as a financial guest expert on the shows of self-help gurus Brian Tracy and Jack Canfield, author of “Chicken Soup for the Soul” and has appeared on ABC, FOX, BRAVO, NBC, CBS and A&E. John is the expert host of the weekly WDTV News 5 segment, “Solutions 4 Financial Independence”.
As an authority on wealth management, he has been invited by hundreds of institutions such as universities, federal agencies, professional associations, and large energy and utility corporations to be a guest speaker and educational event host. Event topics include retire ready, managing down market investment risk, how to reduce your tax burden, and transferring your family wealth in the most tax advantageous way.
John is the founder and owner of Beacon Wealth Management, specializing in helping entrepreneurs, professional practitioners and retirees overcome the 5 major challenges facing success families. He is a warm communicator with a passion for helping people transform their financial futures. John understands the multifaceted set of financial worries people face as they become more successful and enter the retirement redzone. He empathizes personally with each client and delivers a collaborative client experience that empowers people to reach their life goals.
With more than two decades of experience, John’s professional credentials include Certified Wealth Strategist, Accredited Investment Fiduciary, Certified Estate Planner, Chartered Federal Employee Benefits Consultant, Professional Plan Consultant and Registered Financial Consultant. He is also a past member of Ed Slott’s Master Elite IRA Study Group.
A native of Weston, West Virginia, John served in the United States Air Force prior to becoming a Wealth Advisor. Today, he resides with his family in Clarksburg, West Virginia. He and his wife, Lisa, have been married since 2005 and have three amazing children. A family-oriented man, he enjoys giving back to his community, coaching youth sports, landscaping, architectural design, and playing racquetball.
What are 3 terms people use to describe you?
Passionate Family Man, Determined, Generous.
If happiness were the national currency, what kind of work would make you rich?I would still be doing the exact same things. I love serving the needs of people.
Name one thing not many people know about you.
I was born in Da Nang, Vietnam.
What did you want to be when you were a child?
Architect and an Artist.
What are you most grateful for in your life?
My close family and friends.
What is the best advice you’ve ever been given?
Dr. Stephen Covey’s The 7 Habits of Highly Effective People had a profound impact on shaping my early thinking.
What are your Top 3 all time favorite movies?
Good Will Hunting, Braveheart, Dumb and Dumber.
What is your greatest achievement and how has it shaped you?
Marrying my wife, Lisa. She is everything I wanted to be as a person: kind, sweet and unselfish. Her actions toward people motivate me every day.
What book has influenced you the most and why?
The 7 Habits of Highly Effective People. It provided me a structure at a time in my life when everything was chaotic. It became my blueprint for future actions.
What one thing have you not done in your life that you really want to do?
I want to live on a beautiful body of water.
What is your favorite quote and who said it?
“The definition of insanity is doing the same thing over and over again, but expecting different results.”
– Albert Einstein
If you could have dinner with any one person, living or dead, who would they be?Richard Branson. I have always found his passion for life to be very fascinating
What words of wisdom would you pass on to your childhood self?
Always have a winner’s attitude: believe in yourself, make no excuses, never give up and never blame anyone.
List one thing you wish you could change about yourself.
I wish I could sing and dance better.
If you could speak to everyone in the world at the same time, what would you say?
Relationships and Love matter most in life – never put possessions ahead of people.
Who is one of your heroes and why?
Jesus Christ for he gave up his life for our sins.
What is your most treasured memory?
Birth of my 3 children.
If you could have the answer to any one question, what would that question be?
What is the best way to raise my children so I can guarantee they become wonderful human beings?
If you were to die tomorrow, what would be your biggest regret?
I’ve had an opportunity to live my life on my terms and do not regret any of it. All of the wonderful and sad moments have taught me lessons that I am grateful to have experienced.
If you could live in a book, TV show or movie, what would it be and why?
Any of Arnold Schwarzenegger’s action movies because I am always up for an adventure.
