John Livingston, CIMA®, CFP®
Managing Director
John brings over 25 years of experience in defined contribution retirement plans providing guidance on fiduciary governance, investment due diligence, plan design, plan management, and participant outcomes. John is a member of the SouthWest Benefits Association and currently serves on the Board of Directors. John earned a Bachelor of Science in Business Administration from the University of Missouri. John earned his Certified Financial Planner (CFP®) designation from the CFP Board in 1995. John and his wife reside in Dallas, TX.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
