John enjoys all levels of 401(k) planning. After 22 years at Fidelity Investments, John was ready for a change and joined Boston Wealth Strategies in 2019 as our retirement client service manager. He brings with him the experience of managing more than 60 client accounts where he worked alongside investment specialists to perform fund reviews and conduct educational meetings.
In his role with Boston Wealth, John assists the advisors with sales, service, plan, and participant administration. He maintains internal systems, coordinates trustee and education meetings, and provides detailed follow-ups for our clients.
John entered this industry when his dad was retiring from Prudential after 36 years and was offered the opportunity to take over the practice, which focused on insurance. He was always more passionate about the retirement side of the business, so he made a shift, and during his tenure at Principal Life Insurance, he started to work with and sell small 401(k) and SIMPLE IRA plans. When he went to work at Fidelity, he had the opportunity to be an internal 401(k) wholesaler, which gave him a great education and allowed him to work directly with the companies they were servicing. John holds his FINRA Series 6 and 63 securities registrations, and he completed his CRPS® designation in 2021. He has been a speaker for various 401(k) plan discussion panels during his tenure at Fidelity.
John and his wife, Kathy, married in 1982 and live in Whitinsville, Massachusetts. They are very proud of their son, Michael, who is the chief fire inspector for Grafton, Massachusetts. In his free time, John enjoys golfing and is a skilled woodworking craftsman.