Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Group Benefits, Business Owners
John directs the Agency Retirement Plans Department at MassMutual Greater Philadelphia. John has specialized in the 401k and retirement plan marketplace since 1986. He represents businesses and non-profit organizations across the country providing investment education and plan design services. As an undergraduate, John represented The Vanguard Group of Investment Companies servicing small business retirement plans and has remained with MassMutual as his sole employer throughout his career. He has attained the professional designation of Chartered Retirement Plan Specialist (CRPS®), he lectures regularly on retirement planning to institutions and professional groups within the industry, and teaches Continuing Education classes on qualified plans, all of which are compliant approved. Additionally, John has earned the Accredited Investment Fiduciary (AIF®) designation. AIF designates support Fiduciaries in their stewardship capacity to implement a prudent investment process for the Plan and employees.
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2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004