John is a registered Wealth Advisor and partner of Wealth Advocate Group, LLC. He offers comprehensive financial planning to our clients and specializes in insurance planning, investment planning, income tax planning strategies, retirement planning, and estate planning strategies.
John also has extensive experience in accounting. John had worked as an accountant for a firm in Solon, Ohio for nearly a decade. His duties included the preparation and examination of both personal & corporate income tax returns. He has detailed experience in the preparation of financial statements for corporations, partnerships and LLCs. He has a thorough understanding of corporate structure and helps advise clients at the company level.
John graduated from Hillsdale College in 2010 with a Bachelor of Arts degree in Accounting & Financial Management. John received his CFP designation in 2019 and holds his series 7 through LPL Financial as well as health, life & variable insurance licenses.
John and his wife Christina live in Strongsville. John & Christina enjoy an active lifestyle and love to travel. For John, the best time spent is quality time with friends and family.
Wealth Advocate Group, LLC and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation.