John Picone

CFP®, CFS®
Financial Advisor
Investment Management Consultant

John V. Picone, CERTIFIED FINANCIAL PLANNER™ professional and Certified Fund Specialist, has been practicing comprehensive financial planning since early 1981. He began his career with IDS/American Express as a registered representative and advanced to District Manager. In March of 1986, he became an Independent Financial Planner with FSC Securities Corp., and in July of 1989 he joined LPL Financial as a Branch Manager. He holds the Registered Principal registration and in August of 2014 became an Investment Advisor Representative with Raymond James Financial Services, Inc.

John has given hundreds of seminars on various aspects of financial planning at many colleges, schools, and corporations including Philadelphia Gas Works and IMD Federal Credit Union and private groups throughout the area. He is known for his lively, informative, and entertaining classes. He has taught his Successful Money Management Course at Pennsbury Adult School for twelve consecutive years.  John and his son Richard currently hold classes at  Hodges University Center for Advanced Learning in Ft. Myers and Naples FL since 2003. He has written articles for and has been featured in the Bucks County Courier Times and appeared on television in Philadelphia several times. He is a member of the Financial Planners Association of Southwest Florida.

His consulting time is in demand by both clients and peers. At the request of his firm, Mr. Picone has lectured to hundreds of representatives all over the country, including San Diego, Boston, Chicago and Phoenix. His success as an investment advisor was recently featured in Financial Planning Magazine and Principal Funds Investor Insights.v John works closely with several accounting and legal firms in Philadelphia and Southwest Florida. These associates help clients with tax filing, wills and trusts. John is an approved program sponsor for continuing professional education credit courses by the PA State Board of Accountancy.

John’s goal is to provide personalized attention to each investor’s objectives and financial situation. He listens carefully to their needs and feelings, and designs a portfolio and financial plan to help his clients work toward those goals.

 

 


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.