John comes from a family of real estate professionals. He grew up learning about the industry both from the professionals point of view and the investors point of view. His interest expanded onto business and entrepreneurship, which led him to his B.S. and MBA.
After nearly a decade in the wealth management industry, John discovered a way to connect back to his roots while implementing all of the experience and knowledge he’s gained as a CERTIFIED FINANCIAL PLANNER practitioner.
John is a wealth manager at Legacy Wealth Management who works with high-net-worth individuals and business owners. He works with a team of advisors to provide personal and business financial planning, tax planning, estate planning, and investment advisory services. His focus is on helping people create wealth by mitigating taxes.
For high-net-worth individuals, tax planning is critical. John uses several strategies that can help his clients save thousands if not, millions of dollars of taxes each and every year. To do this right, he collaborates with tax and legal advisors to ensure the client is getting the best advice for their unique situation.