John DePaola

As a Financial Planner, John services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, John can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

Qualifications
• Has been in the financial services industry since 2016
• Licensed to sell Life, Accident, and Health Insurance
• Hold the series 7 and 66 Securities Registrations
• Graduate of Kean University with a degree in Psychology

Personal
• Currently resides in Toms River, NJ with his wife Florencia and their 2 dogs; Dean and Sam.
• John enjoys being surrounded by family and friends in his spare time. As an outdoor enthusiast, you may see him at the beach, exploring nature, traveling, or taking part in athletic events.

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ.

Check the background of this registered representative on FINRA’s BrokerCheck 

Office of Supervisory: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700