Northeast Planning Associates, Inc.
121 Shattuck Way, Suite 16,
As a Financial Planner with Northeast Planning Associates, Inc., John is dedicated to serving the investment and financial needs of his clients by offering objective financial planning advice and a wide variety of products and services. His firm’s goal is to build long-term relationships that help his clients reduce taxes; work toward their retirement objectives and attain financial confidence.
John holds his Series 7, 6, and 66 registrations through LPL Financial. He holds his securities registrations in the states of New Hampshire, Maine, Massachusetts, Arizona, Colorado, Connecticut, Georgia, North Carolina, Rhode Island, and Florida. In addition, John holds his Life, Health, and Variable licenses in the states of New Hampshire, Maine, Arizona, North Carolina, Vermont, and Massachusetts. John obtained his second designation in the financial services industry, the Chartered Financial Consultant (ChFC®) in 2010.
John is a member of the National Association of Insurance and Financial Advisors (NAIFA), a member of the Financial Planning Association (FPA), and involved with the New Hampshire Estate Planning Council.
He studied business at Campbell University in Buies Creek, North Carolina, while on active duty in the U.S. Marine Corps. John is a Veteran of Foreign Wars and served in Operation Desert Shield/Storm with the U.S. Marines.
John is also a member of the Seacoast Portsmouth and Lakes Region Detachments of the Marine Corps League. He is an active member of the Portsmouth Chamber of Commerce. He is also active with the Rotary Club of Hampton, New Hampshire and does frequent work on the Planned Giving Council of Wentworth Douglas Hospital in Dover, New Hampshire.
John is married and has two sons. In their spare time, John and his wife, Donnel, enjoy activities that allow them to spend quality time with family and friends. Together they organize multiple charity motorcycle rides that allow them to enjoy their hobby of riding, but also helps give back to the community.