Our Team

With more than thirty years of financial planning experience, John has seen that every client's financial circumstances are unique. Each client should have a financial strategy that is personalized to incorporate his or her own unique goals, values, and beliefs. John works with you one-on-one to develop a financial strategy that focuses on your vision for the present and for the future.

Professional Associations

• Financial Planning Association

Certifications and Degrees

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Plan Specialist^SM
• Suffolk University
  MBA, 1976, Boston, MA
• Boston College
  BS, 1969, Chestnut Hill, MA

Business Experience

• 2006-Present, Investment Advisor Representative and Registered Representative
  of Commonwealth Financial Network^®
• 1995-2005, Senior Financial Advisor, American Express Financial Advisors, Inc.
• 1982-1995, Financial Advisor, American Express Financial Advisors, Inc.

Personal

• Wife, Carol. Children: Joseph, Christopher, and Mary.
• Avid sports fan!

John chose to partner with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the U.S. The alliance with Commonwealth ensures that his clients can receive a wide variety of investment choices to complement their goals. Commonwealth helps John best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.