Specializing in Asset Management for small businesses and high net worth individuals, John has worked in the financial industry for over twenty years. He received the professional designation AAMS (Accredited Asset Management Specialist) in 1998 from the College for Financial Planning and its Institute for Wealth Management. John is a financial advisor, Senior Officer, and board member of Focus Financial as well as the Real Estate Manager. He is also an active participant of the Financial Planning Association. John graduated from Boston University in 1985 with a B.S. in Business Administration with an emphasis in finance.
Services & Experience:
I specialize in helping busy professionals and high net worth individuals in creating strategies to navigate complicated financial issues.
After review and establishment of the goals of my clients, I help them decide and implement strategies on the best way to reach their goals.
I utilize a financial planning process which can include: asset management services, stock option and deferred compensation strategies, gifting, insurance, estate planning, and tax reduction issues.
As a financial advisor, my role is to assess and evaluate the various aspects of my client’s financial picture to help them realize their financial goals.
Minneapolis MN 55426