John P. Destefanis, CFP
President & Financial Advisor
About
John has been working with individuals and businesses for over thirty five years. He began his career in 1987 and has extensive personal and professional experience.
John is dedicated to fostering long-term relationships built on trust, transparency, and personalized service. He works closely with clients to identify their financial goals and actively involve them in the decision-making process. John is known for his ability to clearly and effectively communicate complex financial concepts, helping clients make informed decisions with confidence. Above all, he is consistently accessible and responsive, encouraging open communication and ongoing support. The customized financial strategies John develops serve as a comprehensive roadmap, guiding clients toward a more secure and confident financial future.
Education & Credentials
John holds a Bachelor of Science from Plymouth State University.
John holds the following certifications and licenses:
- Certified Financial Planner ® professional
- Series 7: General Securities Representative
- Series 63: Uniform Securities Agent
- Massachusetts Life, Accident & Health Insurance Producer
Professional Groups
John is a member of the Financial Services Institute (FSI).
Personal
John resides in the South Shore with his wife. He enjoys spending time with his four children and grandson. He is an avid boater and college football enthusiast.