How I can help you
John oversees financial planning initiatives for the team, and he is passionate about helping clients prepare for their financial futures. He also focuses on issues related to Social Security, Medicare, income tax and employee benefits.
What makes me knowledgeable
For more than 20 years, John has been helping clients advance toward their financial goals. In addition to working as a financial planner, he has served as a financial analyst and advisor for a nationally recognized wealth management firm and an auditor for a pension benefit fund. John earned the CERTIFIED FINANCIAL PLANNER™ certification and completed the Financial Planning Certificate Program at Fairleigh Dickinson University. In addition, he holds a B.S. in accounting from Drexel University and an M.B.A. from Philadelphia College of Textiles and Science.
Getting to know me
John lives in Morris Plains, New Jersey, with his wife, Tara, and sons, Sean and Brian. He is an active member of the Morris Plains community, where he coaches baseball, basketball and soccer. John also serves on the board of the Morris Plains Little League.
The Social Security Administration has announced a cost-of-living adjustment (COLA) to recipients’ monthly Social Security and Supplemental Security Income (SSI) benefits. More than 64 million Americans will see the 5.9% increase in their payments beginning in January 2022…
Here are some things that almost nobody likes: spiders, snakes, warm squishy fruit, splinters, paper cuts…and IRS Form 1099 sent by your brokerage firm. That 1099 always seems to be late. It is so easy to misplace. And it reports every last bit of income, causing your accountant to give you bad news…
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the other organizations mentioned.