“I help people look at their financial picture and zero in on their goals. My strategy is to figure out your desired destination, help put you on the most suitable course to get there and stay in touch thru all of your life events. In other words, you could say I encourage my clients to think of me as their financial GPS.”
Investment portfolio management, customized financial planning, 401k transition assistance, mutual funds, life insurance, annuities are among the ways John helps his client pursue their goals.
John has been in the Financial Services field since 2009 and joined the CFS Group in 2018. He previously worked for Equitable Life and Morgan Stanley. He holds series 7 and 66 licenses with LPL Financial and is life insurance licensed in New York State.
John is originally from Ithaca, NY. He spent 12 years in Orlando, graduating from the University of Central Florida with a degree in Finance. He returned to upstate NY in 2015 and currently resides in the town of Danby, just south of Ithaca. He is a cat owner, sports fan and enjoys running.