John is renowned for his wealth building strategies over the past decade. During these tumultuous years, he has helped people like you navigate the scary waters of money and help you get to and through retirement. He has a degree in economics and finance, with a minor in fine arts from Saint Anselm College. John studied Advanced Financial Planning at Fairly Dickinson University, attaining the CFP®, Certified Financial Planner designation. He has completed the Columbia University Program for advising other Financial Professionals. John is the go-to IRA specialist in the Delaware Valley helping people realize, "It is not what you have, but what you keep!"
He has a keen interest in special needs planning and funding due to his own caring for his special needs brother. John is a lifelong resident of South Jersey yet serves clients over the country. He has 2 above average children, and a beautiful wife of 22 years, who winds him up in the morning and sets him loose. He is an avid Traveler, Reader, Vespa Rider, and Scotch Collector. John is available, by appointment, for one-on-one consultations, as a speaker for your next group meeting or place of employment.
The Obstacle is the Way...kbo
