John has been providing retirement and investment planning to individuals and businesses in the central Florida area for more than twenty years. His objective is to help clients arrive at a place financially where they can afford to take a “permanent vacation”.
He is a graduate of Lyman High School, and he received his bachelor’s degree in political science from the University of Central Florida. John continued his educational pursuits and received the CERTIFIED FINANCIAL PLANNER™ certification in 1998, and his Chartered Life Underwriter designation in 2003. He currently resides in Altamonte Springs with his wife and three children.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.