is a Certified Financial Planner® and Registered Representative with Securities America, Inc. (member of the FINRA and SIPC).

John is also an Investment Advisor Representative with Securities America Advisors.

He is an active member in good standing with the Financial Planning Association (FPA) and an advisor in good standing with the Certified Financial Planning Board.

John earned his Bachelor Degree at the University of Central Florida (UCF) and attended their Graduate School of Business.

John’s further qualifications:

• CFP®   Certified Financial Planner®

• Series 7   General Securities Representative*

• Series 63  Uniform Securities Agent State Law Examination-NASAA

• Series 65 Uniform Investment Advisor Law Examination-NASAA

• Series 26 Investment Company Products/Variable Contracts Principal Examination

• Life, Health, and Variable Annuity*

*Allows the agent to trade Stocks, Mutual Funds, Bonds, CD’s, REIT’s, etc…,

**This license allows a representative to utilize Variable Annuities only if they have a series 6 or series7 license as well.

John speaks to hundreds of seniors every year and has been featured on numerous radio talk shows.

John is a native Floridian; he is married and has two children: Nick, a student at the University of North Florida (UNF), and Madison, who is attending the University of Florida (UF).

John has over  35 years of experience in the financial field with the last 25 years devoted to providing retirement planning and investment management services to seniors in The Villages.