John Paul Estrella
CFP®Professional Summary
John Paul Estrella, CFP®, who also goes by John P Estrella, John Estrella, is a registered financial advisor currently at ABLE FINANCIAL PLANNING located in West Brookfield, Massachusetts. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John P Estrella, John Estrella
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
ABLE FINANCIAL PLANNING | ABLE FINANCIAL PLANNING, INC. | ABLE FINANCIAL PLANNING INC.
Contact Information
Main Address
1 East Main St Suite C, West Brookfield, MA 01585Mailing Address
Po Box 1179, West Brookfield, MA 01585Phone Number
(508) 345-9048# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
6AUM (Assets Under Management)
$300,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(2/23/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2010About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Paul Estrella's CRS (Customer Relationship Summary).
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