John D. Morreale, Cfp®, Cmfc Email & Phone Number

John is a founding partner and managing partner of Purus Wealth Management. John has over two decades of experience as a licensed financial advisor. He is a Certified Financial Planner™ professional as well as a Certified Mutual Fund Counselor (CMFC).Prior to co-founding Purus Wealth Management, John was a financial advisor with Waddell & Reed, Inc. for over 23 years. At Waddell & Reed, he was consistently ranked among the most successful and respected advisors in the company. John takes pride in his ability to coordinate with clients and other professionals, including CPAs, trust attorneys and insurance specialists. His cohesive approach helps not only his clients to achieve successful financial outcomes but also generations to come.John graduated from California State University, San Diego, with a bachelor’s degree in business with an emphasis in finance.

Listed skills include Public Speaking, Insurance, Leadership, Microsoft Excel, and 23 others.