Principal John Fitzgerald is a registered Investment Advisor Representative and Chartered Financial Consultant (ChFC®). The ChFC is a professional designation granted by the American College upon completion of nine college-level courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

John is registered in 17 states and holds the Series 6, 7, 63, 65 and 66 with over 25 years’ experience in the financial industry. Additionally, he is licensed in life, health, disability, and long-term care insurance. With his straightforward approach, John has assisted hundreds of individuals and families with their financial needs, planning, and retirement goals.