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John Wittig

Investment Advisor Representative, Betterment

John Wittig

About John

John is a Investment Advisor Representative at Betterment and specializes in onboarding, account transfers, and explorative conversations with prospective customers. He is a registered investment advisor and holds a Series 66 license, previously worked at Charles Schwab, and graduated from the University at Buffalo.

Articles written by John

How We Help Investors Seamlessly Transfer Accounts

Transitioning investment accounts from one provider to another can be tedious and complicated. Humans can help make it seamless and easy.