John joined Wealthwise Technologies in 2016. He serves as a junior advisor and assistant to Jeff Bliss. His diverse background and training enables him to help our clients pursue their long-term financial goals through comprehensive, individualized financial planning. His client-focused approach ensures that the recommended programs encompass each client’s financial goals, time frames, and risk tolerance. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, and retirement planning. In 2005, John graduated from St. Thomas Aquinas High School and earned a Bachelor’s Degree in Business Management and Marketing from The University of Central Florida in 2010.
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