About John

I’m a Philadelphia native, who graduated La Salle University, with a BS in Marketing, then graduated California State University, with an MBA. I’ve been very fortunate to enjoy over twenty career years, with two exceptional firms—— Fidelity Investments and Charles Schwab, working with high net worth clients and learning the value, both financial and personal, of concentrating significant energy on client relationship development. I earned my CFP in 2013. I marketed Coldwell Banker residential franchises in the 1980’s was active as a commercial real estate agent in the early 1990’s. I’m excited to return. Family and friends are scattered, with most, including two godchildren, residing in the Philadelphia area. I enjoy beaches, cycling, hiking and the incredible scenery I’ve experienced by living in California, Arizona and here in Florida, along with the culture and the energy of big cities. I offer competence, integrity, listening skills and experience interacting with high net worth clients. Stay well !