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John Angelo Flavin

Investment adviser representative at Aspire Capital Advisors LLC
28 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$1.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

28 years in the industry.

  1. Aspire Capital Advisors LLCOct 2018 to now
  2. Flavin Financial, Inc.Jul 1998 to now
  3. Synergy Financial Services, Inc.Aug 2002 to Oct 2018
  4. Synergy Financial Management LLCOct 2001 to Oct 2018

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

Aspire Capital Advisors LLC

$1.2BAssets managed
2,123Clients
13Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2800392
Firm CRD
298366
Advisor's SEC record (opens in a new tab)
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