Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Financial Education, Estate Planning, Risk Management Strategies, Business Succession Planning, Charitable Giving, College Funding Strategies
As a Financial Advisor, John helps individuals, families and business owners clearly define their goals and achieve peace of mind. John believes a financial advisor should be a lifelong resource to his or her clients, dedicated to assisting them throughout the various stages of their lives. At Oceanstate Financial, John is able to draw upon the wealth of knowledge from a team of specialists to create custom designed financial strategies for his clients.
John is a graduate of the University of Rhode Island where he earned a bachelor’s degree in Finance. He worked with Oceanstate Financials’ research desk as an investment analyst for 4 years before becoming a Financial Services Representative and Investment Advisor Representative in September of 2018. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Series 7 and 66, and the Producers Life, Accident and Health licenses. He currently lives in Providence with his wife and during his free time enjoys playing golf, skiing, reading and traveling.
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One Coastway Blvd., Suite 103
Warwick, RI 02886