John joined Best Times Financial Planning in 2014. He graduated with a Bachelor’s Degree in Business Management in 2012 and he holds FINRA Securities Registration Series 7 and 63. Prior to joining Best Times he worked as a Collegiate Academic Coach where he advised students and their families regarding the course and cost structure of their degree.
John began as the firm’s Paraplanner, focusing on managing the trademarked Custom Wealth Architect process. He and Kevin Best also created Cash Flow Discovery, a financial planning process that provides clients with a guide along each step toward their financial independence.
Now as a financial planner and partner at Best Times, John specializes in designing financial plans that provide clients with strategies for wealth creation and retirement. He works with a broad range of individuals from young professionals to retirees and advises them in the areas of cash flow, investments, insurance and education planning. He also leads the firm’s seminar program and teaches several courses in the community each year.
John resides in Greece, NY with his wife Natalie and daughter Juliette. He enjoys spending time with them, running, football and home theater/audio systems. They also enjoy volunteering with their church and at local community events.