Professional Experience
Industry Experience: Since 2021
Education and Licensing
Education: Bachelor’s Degree in Business Marketing - Central Connecticut State University
Financial Planning Certificate - New York University
CERTIFIED FINANCIAL PLANNER®
Personal Information
John is part of the Virtual Para-planning Services team, where he partners with advisors to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in reaching their financial goals. John’s financial services career launched in 2021 where he served as a Financial Software Consultant prior to joining LPL Financial in 2022