John Nelson Ferrara, CLU® is a Registered Investment Advisor with The Bulfinch Group. He began his life insurance practice with Connecticut General Life Insurance Company in 1971, specializing in Estate Planning, Closely-held Family Business Succession Planning, and Wealth Accumulation and Management.
John has been a Field Representative with the Guardian Life Insurance Company of America since 1977; and, a Financial Advisor [Series 7 & 66] through Park Avenue Securities, LLC, a Registered Investment Advisor. He is a member of the Guardian’s Leaders Club, and Guardian’s Equity Forum; and, is a Qualifying member of the Million Dollar Round Table.
John earned his Bachelor of Science degree from Auburn University in 1967; and, served on active duty as a United States Naval Officer 1967 – 1972. He earned his Chartered Life Underwriters designation [CLU] in 1975; and, is currently a MSFS, Masters degree candidate at The American College.
He is actively involved in The Bulfinch mentoring program as a CLU®studies instructor, a frequent guest lecturer, and, contributing writer for local associations. As well, John is also an active participant in the Boston Estate Planning Council, the Association for Advanced Life Underwriting, and, the Boston Chapter of the Society of Financial Service Professionals.
Registered Representative & Investment Advisor of Park Avenue Securities.