As a financial planner, John implements Barnum’s strategic process which starts by learning what is important to you – the goals you have for your personal lifestyle, family, business interests, and charitable legacy. He then develops a comprehensive understanding of your current financial situation. Based on your goals, he works with his team of specialists to create an integrated set of customized recommendations
incorporating investments, retirement planning, risk management, tax minimization strategies, and family needs financial planning.
John graduated Magna Cum Laude from Manhattan College, earning his Bachelor’s Degree in Government. One of the youngest to be selected at Barnum, John was awarded Fairfield County’s 40 under 40 list in 2019. Each year, Fairfield County recognizes the next generation of young business leaders from a wide variety of sectors who have proven outstanding in their field.
John currently sits on the Foundation for Life’s Board of Directors, which is a
foundation built to help children in need. He is also a board member on the Center Stage Theatre, Inc., and serves on the Development Committee for the Boys and Girls Club of Lower Naugatuck Valley, CT.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck
CA Insurance Lic. # 0L83878