With honesty and integrity, John strives to provide his clients with all of the tools and advice needed to help them effectively meet their personal and financial goals. Growing up in the business alongside his father, he appreciates the joy his father took in helping clients and also seeing how those relationships continue today. John enjoys working with his family and looks forward to coming to work every day to help our clients and their families.
John joined Foran Financial Group in 2009 as a wealth manager assistant, and the following year he became a wealth advisor and obtained his life and health insurance licenses, as well as his Series 7, 9, 10 and 66 registrations, which are held through Raymond James Financial Services. Continuing education and specialization is important to John, and he is a Certified Financial Planner™ professional, Certified Fund Specialist (CFS®) and a Chartered Special Needs Consultant, which allows him to professionally address and advise families with special needs children on how best to plan for that child’s future and beyond.
Graduating cum laude in 2008 from Washington & Jefferson College, John earned a bachelor’s degree in history with a minor in economics, and lettered all four years in lacrosse. He continued his academic career at Villanova University, where he earned his master’s degree in history. John was inducted into the History Honor Society, Phi Alpha Theta, at both W&J and Villanova.
John and his college sweetheart, Staci, were married in 2012. Originally from Clinton Township, New Jersey, they live in Peapack and Gladstone, with their son, Luke, who was the first baby born at their local hospital on December 25, 2014. During his free time, John enjoys reading, traveling, surfing, snowboarding and hiking. He is looking forward to teaching his son to surf and snowboard and coaching him in lacrosse.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.