John serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. John practices in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, liability and risk management, and charitable planning. John’s approach focuses first on a thorough understanding of the client and their circumstances in order to provide them with a truly customized plan and investment approach to achieve their goals.
Prior to joining Creative Planning, John held various roles with major national financial services companies throughout his 15 years in the industry. In his most recent role as a Vice President – Regional Planning Consultant, John was responsible for consulting with both clients and advisors on financial planning strategies, creating advanced financial concepts training, and delivering presentations on market research and financial planning topics.
John received a Bachelor of Science degree from Excelsior College. John also holds the CERTIFIED FINANCIAL PLANNER™ certification.
John currently resides in Mt. Sinai, New York with his wife, Bianca, and sons Nicholas and Sebastian.