John Destefanis, CFP

John Destefanis, CFP

President & Financial Advisor

John been working with individuals and businesses in the area for over thirty years. He has extensive personal and professional experience. 

John is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with John is his ability to provide clear, easily understood explanations of financial products and services. Most importantly he is always readily accessible to his clients. He encourages and welcomes clients to contact him whenever necessary. The personalized program that John can provide is a roadmap to working toward a more secure financial future.

John resides in the South Shore. He enjoys spending time with his wife and four children, boating and attending his son's football games.

John's certification & licenses: 

  • Certified Financial Planner™ Designation
  • Series 7: General Securities Representative 
  • Series 63: Uniform Securities Agent 
  • Massachusetts Life, Accident & Health Insurance producer