John works with business owners, high-net-worth individuals, those in retirement, helping clients navigate comprehensive financial planning, investment management, retirement planning.

He takes a client-centered and comprehensive approach to planning, focused on creating long-term strategies aligned with each client’s goals and priorities.

John earned a B.S. in Accounting from The City University of New York (CUNY). His educational background supports a personalized and thoughtful approach to helping clients navigate important financial decisions.

Outside of work, John enjoys traveling, tennis, pickleball, and spending time with family. A Navy veteran and member of the American Legion, he also supports a variety of charitable organizations.

Serving clients in and around Parsippany, NJ.