John serves as a Wealth Manager for Creative Planning. He works directly with his clients to create, foster, and maintain a customized financial plan addressing all aspects of financial health. This includes investment management, retirement planning, tax planning, risk management, employee benefits and estate planning.
John brings to his clients more than 11 years of experience in the financial services industry. Over that time, he has helped thousands of clients overcome barriers to financial success. Prior to joining Creative Planning, John led a team of financial advisors who helped clients across the country reach their financial goals. He was recognized by the firm for his success and received the President’s Club award and the Quarterly Team Champion award on four different occasions. John attributes his success to maintaining a ‘client first’ attitude, upholding the highest level of integrity, and constantly educating himself on the industry.
John received his bachelor’s degree from Brooklyn College, City University of New York and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
John and his wife Shobha have two children – John and Ariana. In his spare time, he enjoys spending time with his family, cooking, traveling, and maintaining a healthy and athletic lifestyle.