Designations:
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Securities Registrations:
Series 7: FINRA General Securities Representative
Series 24: FINRA General Securities Principal
Series 26: FINRA Investment Company and Variable Contracts Products
Series 63: NASAA Uniform Securities Agent State Law Examination
Series 65: NASAA Uniform Investment Advisor Law Examination
Insurance Licenses:
Life, Health, Disability, Variable Insurance and Variable Annuity
John has focused his energies over the past 21 years helping his clients work toward achieving their financial goals. John's dedication to his clients and the advancement of comprehensive financial planning ideals led him to found Cornerstone Advisors Group, LLC (CAG). The CAG team is dedicated to maintaining a supportive framework and optimum environment for the accomplishment of comprehensive financial planning and wealth management. CAG utilizes a fee-based approach to planning, which has been very well received by the firm's clients.
John believes financial planning is a process, not an event. The process begins with a thorough discussion of the client's goals and objectives. Using a collaborative approach, John and the CAG team work to identify and strategize possible solutions for the attainment of each client's personal and financial goals. This detailed approach provides the foundation for each client's customized financial plan.
Communication is the key. Each financial planning client is required to meet with John or a member of the CAG financial planning team, at least annually, and update them on any major financial changes throughout the year.
John graduated from Carnegie Mellon University with a BS degree in Mechanical Engineering. He feels that the excellent structured training he received as an undergraduate engineer has helped him be successful doing, as he calls it, "Financial Engineering", for his clients. His community involvement includes membership in the Atlanta Chapter of the Financial Planning Association, the North Fulton County Chamber of Commerce, the Sandy Springs Perimeter Chamber of Commerce, and his Church. When John is not busy with the firm, he enjoys playing golf, cooking, reading, watching sports, interacting with his friends, and most importantly spending time with his amazing Wife and their two absolutely adorable children, Jack and Sophia.
John is President of Cornerstone Advisors Group, LLC and a Registered Principal of Cambridge Investment Research, Inc., Broker-Dealer, Member FINRA/SIPC. He is also a Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Cornerstone Advisors Group, LLC are not affiliated companies.