John has earned the CERTIFIED FINANCIAL PLANNER™ certification.  By using a defined process, John is able to personalize a financial plan specific to individual goals, needs and situations. 

The prestigious CFP^® certification is one of the most respected professional credentials among consumers and the recognized standard of excellence in personal financial planning. CFP professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.

Before joining Raymond James in 2013, John worked in institutional trading at WallachBeth Capital while concurrently with their trading software subsidiary OMEX Systems.  Both roles revolved around implementing professional money managers’ investment decisions. His time spent on the institutional desk and NYSE Floor was invaluable in learning to discern between “market noise” and actionable investment opportunities.

He holds Series 7 and 66 securities licenses; a life, health, and long-term care insurance license; and earned a bachelor’s degree in Finance and Real Estate from Temple University, where he graduated summa cum laude.  John and his wife live in Yardley, PA with their Doberman Pinscher.