John’s passion for financial planning is deeply rooted in a desire to help others and to make a massive impact with all his endeavors. After working for 15 years in the running retail industry helping business owners with their sales and revenue, owning his own retail business and receiving his MBA in Finance, John decided that the best way to align his passion with his profession was to shift his career towards financial services. He started this journey with MassMutual of Metro NYC and after a few years he joined the Bautis Financial team as a Wealth Advisor and Financial Planner.
Whether John is meeting with a prospective client or working with a client on an ongoing basis, his focus is always on making sure the advice he gives is fully aligned with their values and goals. When he is not working with his clients, he is immersing himself in the world of financial planning. This involves staying on top of the latest trends, tax laws, investment opportunities, technology and constantly continuing to look for ways to improve the value he passes on to his clients.
First and foremost John is a family man. When he is not working he can be found spending time with his wife Angela and his sons; Leo, Hamilton, Miles and Henry. John also enjoys running and triathlons where he’s completed an ironman and several marathons.