John Schaffstein, WMCP®

As a Client Specialist for The FWP Group at Baird, I am dedicated to fostering strong relationships with clients, guiding their financial growth, and tracking their progress through strategic financial planning.

I take great pride in supporting our team in delivering exceptional client service by developing comprehensive financial plans and investment analysis reports, coordinating and preparing client review meetings, and addressing client needs with a white-glove service. I earned my Bachelor of Business Administration in Finance from the University of Dayton in 2020. Additionally, I am fully licensed with my SIE, Series 7, and Series 66. I have also obtained the Wealth Management Certified Professional (WMCP®) designation through The American College of Financial Services.