John

I am currently working with U.S. Planning Group, my specialties include tax advantaged saving strategies; focusing on matters of wealth accumulation assisting individuals with long term & retirement, college, estate, and closely held business planning. Prior to joining U.S. Planning Group I worked as a Financial Consultant with Nationwide Provident and as a Customer Service Consultant at Datek Online Financial.
I attended Westchester Community College where I received an Associates degree in Business Administration and was admitted to the Alpha Beta Gamma Business Honor Society. I went on to receive a degree in Business & Communications from the University of Albany, where I was also employed as a Resident hall assistant.
My clientele range from attorneys from the top law firms in New York City, Executives from the top corporations in the world, Investment Bankers, and Small business owners. I work closely in my network with Certified Public Accountants, and Trust & Estate attorneys.
I am very involved with playing sports including baseball, football, basketball, softball, football, and golf. In my spare time I enjoy reading, traveling, and volunteering within my community where I reside in the Bronx. Home | Browse | Search | Invite | Film | Mail | Blog | Favorites | Forum | Groups | Events | Videos | Music | Comedy | Classifieds