John began his career in corporate accounting and financial reporting when the need to tackle his own financial planning led to an inspired career change. Now an established industry veteran, he provides comprehensive financial planning, estate planning, and investment advisory services to individuals and businesses. A Certified Financial Planner® and Retirement Income Certified Professional®, his primary focus is on the development and implementation of customized retirement income strategies. Highly collaborative and a natural educator, he writes frequently about a wide array of financial and retirement planning topics.
His areas of expertise include planning for Social Security and Medicare, long-term care, and advising on employer sponsored pension and retirement benefits. Adept at organizing large volumes of data, John has applied this skill to the development of retirement income strategies that successfully coordinate multiple components into a cohesive strategy.
John received his Bachelor’s degree from Bernard Baruch College, City University of New York, and a Master’s Degree in Finance from Golden Gate University in California. He is a Certified Financial Planner®, a Retirement Income Certified Professional® and a registered investment advisor. John also maintains the series 7 and 65 securities licenses.