John joined The Bulfinch Group in 2023 as an Investment and Retirement Income Planning Specialist. John spent the last 25+ years with Guardian Life/Park Avenue Securities in varying advisory roles – providing niche, transparent investment ideas to Park Avenue Securities Advisors by offering annuity and managed money solutions. John’s depth of knowledge in retirement income and social security planning makes him a tremendous asset to all those who work closely with him during case designs.
John earned his Bachelor of Science degree in business administration with a minor in western civilization from Providence College and attended St. Sebastian’s school in Needham, MA
When John is not working, you will find him traveling with his family, on the golf course or on the water as well as cheering on his favorite Boston sports teams. John and his wife Karen reside in Norwell with their children Jack, Aedan and Libby.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.