John Fiorito - Financial Advisor

John leads a wealth management team to assist individuals and their families to achieve their goals.

Throughout John's career he has been involved in several aspects of the investment industry. He was an account representative with Datek Online, did some proprietary trading for a small company based in New York, and worked as a Financial Advisor with Nationwide Provident.

Over the years, experience has taught him that advice was not based on clients' needs but on firm's products. He wanted to do better for his clients' and wanted to make decisions that fit their needs. As an independent Financial Advisor, he avoids those conflicts of interest. John joined US Planning Group - A New York Corporation in 2003, to provide his clients' objective financial advice.

Through an extensive discussion process, John learns what the clients' goals and concerns are and helps the client prioritize their concerns, provides strategies and helps his clients' implement a plan to reach their goals and meet their concerns. His objective is to determine how he can add value to the client's situation, with a particular focus on tax efficient investment strategies and solutions.

John attended the State University at Albany where he received his B.S. in Communications and Business. At the same time he was also employed as a Resident Hall Assistant and was a member of the Alpha Beta Gamma Business Honor Society.

John is very involved with playing sports including baseball, football, basketball, softball and golf. In his spare time he enjoys to read, travel, wine tastings and volunteers as a member of the Knights of Columbus Catholic benefits fraternal organization within his community where he currently resides in NYC.

Areas of Expertise

• Wealth Management
• Investment Counseling
• Insurance
• 401(k) rollover, and Retirement Planning
• Retirement Income Distribution
• Tax and Estate Planning