John joined New England Investment & Retirement Group, Inc. (NEIRG) in February of 2021. Prior to NEIRG, he worked as an Investment Consultant for Fidelity Investments in Westwood, MA. As a CERTIFIED FINANCIAL PLANNER™, John creates, implements, and monitors customized financial plans encompassing investment management, retirement planning, estate planning, risk mitigation, income taxation, and college education planning. He has over six years of experience in the financial services industry.
John received his B.S. in Economics-Finance from Bentley University in Waltham, MA. He received a M.S. in Finance from the University of Edinburgh in the United Kingdom. In his free time, John enjoys traveling, tennis, and visiting Cape Cod.