Certified Financial Planner™
CurrentAs a CERTIFIED FINANCIAL PLANNER™ professional and investment representative, John chooses to work with a highly selective group of clients who require a special level of personal service. His clients tend to be executives, small business owners, widows and divorcees; they share a common goal of developing a personal financial plan that will help them to grow their assets, protect their standard of living and enjoy their lifestyle.His clients are friendly, family oriented people who are ambitious with their goals. His clients are advocates of his practice; they believe in recommending him to their friends, family and colleagues. In fact, he almost exclusively grows his practice through client referrals.John helps clients by simplifying complex financial issues; this often makes it easier for them to discover how they can pursue their personal goals. Very often new clients come to him with a disorganized set of goals and no one to help quarterback their financial plans. In turn, he can add value to these relationships by implementing simple strategies to the tough financial planning problems that are part of everyday life. He is thought of as their “go to” person on all matters financial.
