John P. Estrella

ABLE FINANCIAL PLANNING

West Brookfield, MA 01585

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CRD#: 5830523

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John P Estrella | John Estrella

Other business activities

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.

ABLE MORTGAGE Inc. 1 East Main St., Suite C. West Brookfield MA 01585~MORTGAGE BROKERAGE, President/broker, SUPERVISE PLACEMENT OF FIRST MORTGAGES~03/2016~60 HRS/MO~60 TRADING HRS/MO|JOHN P. ESTRELLA DBA ABLE MORTGAGE CO.~2 CRABAPPLE DRIVE, BERKLEY, MA 02779~MORTGAGE FINANCING~N~MORTGAGE BROKER - SUPERVISE PLACEMENT OF FORWARD MORTGAGES~10/17/2005-01/01/2020~0HRS/MO~0 TRADING HRS/MO ABLE Financial Planning Inc. 1 East Main St., Suite C. West Brookfield MA 01585, tax preparation, President, file federal and state tax returns on behalf of clients, 03/2016-present, ~1 HRS/MO, ~.5 TRADING HRS/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Paul Estrella's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

February 23, 2018 - Present

ABLE FINANCIAL PLANNING

Office #1: 1 East Main St Suite C, West Brookfield, MA 01585

RIA

CRD#: 283753

West Brookfield, MA

Past

January 18, 2013 - March 25, 2016

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

WARWICK, RI

Past

September 16, 2010 - March 25, 2016

PRUCO SECURITIES, LLC.

CRD#: 5685

WARWICK, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(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

State Security Law Exam

IAR

Series 65

Date: 1/30/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/27/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/25/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/15/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ABLE FINANCIAL PLANNING

ABLE FINANCIAL PLANNING | ABLE FINANCIAL PLANNING, INC. | ABLE FINANCIAL PLANNING INC.

CRD#: 283753 / SEC#:

Massachusetts

Registered Investment Advisory firm - (2/23/2018 Approved)

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Contact information

Main Address

1 East Main St Suite C, West Brookfield, MA 01585

Mailing Address

Po Box 1179, West Brookfield, MA 01585

Phone number

(508) 345-9048

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 300,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John P. Estrella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Paul Estrella's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABLE FINANCIAL PLANNING

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2012

Series 63

Date: 9/27/2010

SIE

Date: 3/25/2016

Series 6

Date: 9/15/2010

Current Firm

ABLE FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ABLE FINANCIAL PLANNING

TRUST BUT VERIFY

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