For the past 20 years John was a Vice President, Executive Planning Consultant at Fidelity Investments, providing comprehensive investment and financial planning services to top executives and their families at five Fortune 100 companies.
John is an accomplished public speaker. He has presented to thousands of individuals at hundreds of events over the years. Topics include: Retirement Readiness, Retirement Income Planning, Tax-Efficient Investing, Equity Compensation and Investing for Endowments and Foundations.
John resides in Madison, CT and is a volunteer at the Ronald McDonald House in New Haven, he is also very active in the Chamber of Commerce of Greater New Haven, the Shoreline Chamber of Commerce, and is a member of the Rotary Club of Madison CT.
Education & Certifications
William Paterson College
CERTIFIED FINANCIAL PLANNER™ Professional
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