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About John

John Gajkowski, CFP™, CLU®, ChFC®, CMFC®, CRPC® is a prin-

cipal of Money Managers, Ltd. He was born in Berwyn, IL. John

earned Bachelor of Science degrees in Political Science and Le-

gal Studies from Illinois State University, Normal, IL.

John entered the financial planning industry in 1983 as a Registered Representative
with American Express Investment Advisors (now Ameriprise). He was also an insur-
ance agent of IDS Life Insurance Company, a wholly-owned subsidiary of American
Express. Each year he earned the distinction of top producing representative. In 1987,
he left to co-found Money Managers, Ltd., an independent financial planning firm.

He has custom-designed and presented retirement and estate planning seminars for
Fortune 500 companies. He has presented numerous educational seminars to em-
ployees of AT&T, Jewel/Osco (Supervalu), McDonalds and Motorola, to name a few.

John is a FINRA Registered Representative with GF Investment Services, LLC, a Bro-
ker-Dealer in Sarasota, FL. He is a fully licensed General Securities Broker and Reg-
istered Principal, and is a licensed agent for the sale of Life, Disability, Medical, and
Long-Term Care Insurance, as well as Fixed, Variable and Fixed-Indexed Annuities.

John is actively engaged in continuing education in the financial planning industry
and has taught adult education courses on various financial topics for over 15 years.

John and his wife, Cathy, have 3 children: Lauren, Michelle and Jarrett.

Professional Designations:

CFP™ Certified Financial Planner

™, conferred by the College of Financial Planning, Denver,

Colorado, 1989. The focus of this curriculum was Investment and Tax Planning.

CLU® Certified Life Underwriter

®, conferred by the American College, Bryn Mawr,

Pennsylvania, 1993. The focus of this curriculum was Insurance and Estate Planning.

ChFC®

Chartered Financial Consultant®, conferred by the American College, Bryn Mawr,

Pennsylvania, 1993. The focus of this curriculum was Comprehensive Financial and

Estate Planning.

CMFC®

Chartered Mutual Fund Counselor®, conferred by the College of Financial Planning,

Denver, Colorado, 1997. The focus of this curriculum was the Analysis and Selection

of Mutual Funds.

CRPC® Chartered Retirement Plans Counselor

®, conferred by the College of Financial

Planning, Denver, Colorado, 2001. The focus of this curriculum was Retirement Planning.