John in the financial services industry for the last 20 years. He works very closely in the Wealth Management Division. John focuses on analyzing clients' portfolios.
We all have different financial goals. But reaching them often requires the same thing - a close relationship with a knowledgeable, trusted financial advisor. John understands, that no single financial plan will work for everyone. He will help you craft a plan that’s customized to your unique financial needs. To help you build and preserve your wealth.
John was born and raised on Staten Island and moved to Brooklyn 35 years ago where he met his wife Olympia. He has one grown daughter, Sarah, who is finishing her doctorate in Psychology.
John is active in his church, St. Anselm and keeps himself busy with charitable community involvement. He believes that clients do not care how much you know until they know how much you care. He thoroughly enjoys working with people and helping them solve their financial problems working with stock and investment options.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies