Johnne _Syverson

Johnne Syverson CFP, AEP, CAP, HDP

Principal, Transition Point Business Advisors, LLC

Johnne Syverson has more than 40 years experience in financial services and planning. He is a Certified Financial Planner™ (CFP®) Practitioner and one of only 1,800 practitioners in the United States who is credentialed as an Accredited Estate Planner (AEP). Johnne serves as a resource to other professionals in the area of charitable tax planning, a strategy that enables individuals to increase their income, reduce taxes, and preserve their estate for their heirs and the charities of their choice. He was one of the first practitioners in the nation to be awarded the Chartered Advisor in Philanthropy® (CAP®) designation.

Johnne is past president of the Mid-Iowa Estate Planning Council, past president of the central Iowa chapter of the Financial Planning Association (FPA), past president of the Mid-Iowa Planned Giving Council, and past president of the International Association of Advisors in Philanthropy (AiP). He is a member of the National Association of Personal Financial Advisors (NAPFA) made up exclusively of fee-only planners and currently serves on the Board of Directors of the Iowa Association of Business and Industry. Johnne holds a Master of Science degree in Financial Services (MSFS) from the American College in Bryn Mawr, PA.

He and his wife, Linda, live in West Des Moines, Iowa, and have three adult children and nine grandchildren.


Appearances