For over 35 years, John has been providing creative solutions to his clients’ financial objectives and establishing long lasting relationships based on trust and integrity. John is passionate about helping people make fully informed decisions about their financial future. Using a macro-economic approach, John can test and verify the pros and cons of every financial decision. In 2018, John’s oldest granddaughter, Belle, was diagnosed Autistic. Since then, John and his daughter, Natalie, have dedicated their time and resources to become certified in Special Needs Planning. When working with families, John focuses on not just the needs, but the quality of life provided for a loved one with special needs. Through the American college, John obtained his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations. He also holds his Series 7,24, and 63 from FINRA and is a fiduciary investment advisor representative with his Broker/Dealer. John is certified in Special Needs Planning and believes in using a team approach to help build plans to stand the test of time.
The Five Star Wealth Manager award is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed, and is outlined completely at www.fivestarprofessional.com/public/wmresearch. It is not reflective of client experience or investment performance and cannot predict the recipient's future performance or success.
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