John is a Certified Financial Planner™ professional with 25 years of industry experience and holds a B.S. in Economics and Finance from Lehigh University.
John utilizes a consultative and comprehensive approach to wealth management, and affirms that each client’s personal lifestyle and goals are paramount components of the planning process. He has found that their goals – coupled with sophisticated, robust and strategic planning capabilities – help position his clients for the financial independence they seek.
John’s fastidiousness and integritous nature are at the core of his business operations. His enthusiasm and affinity for his work are fueled by the synergetic and deeply rewarding relationships he has forged with his clients throughout his career.
John resides in Ocean Township, New Jersey, with his wife, Paula; daughter, Emily; son, James and the family dog, Riley. In his free time, John enjoys golfing, hiking, fishing, and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.