
As a Financial Advisor at Seventy2 Capital, John brings a client-first approach to wealth services. He believes establishing trust is essential in his relationships and uses availability and communication as his pillars to do so. He aims to ensure his financial advice is clear and personal, and he enjoys helping clients feel more confident and comfortable with the decisions they make for their future.
Prior to joining Seventy2 Capital, John worked in the financial services industry for over 7 years at several practices including Wells Fargo Bank, Fisher Investments, and Charles Schwab. John holds the Certified Financial Planner® registration to further assist his clients in reaching their financial goals. John received a bachelor’s degree in Business Administration with a focus in Finance from Thomas Edison University.
Outside of work, John enjoys spending time with family and friends, traveling, running marathons, and cheering on his favorite New York teams.
Location: Red Bank
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