High-Value-Net Worth Retirement Planning
About the Senior Financial Advisor
John has been with Focus Financial since 1996 and is an Executive Officer and Board Member. He utilizes a financial planning focus that includes asset management services, tax efficiency measures, estate planning and insurance. As a Financial Advisor, John sees his role as assessing and evaluating the various aspects of his clients’ financial picture to help them realize their financial goals.
He focuses on serving families, small businesses, and high-net-worth individuals.
John serves his clients by helping them create strategies to navigate complicated financial issues and helping them achieve their financial goals.
Education and Designations
- Boston University, Bachelor’s Degree, Business Administration
- AAMS® – Accredited Asset Management SpecialistSM
- FPA-Member of the Financial Planning Association
Outside of the office, John enjoys skiing, sports in general, and spending time with his family. Him and his wife Sarah have three children.