Our Team

John Gambone, CFP®, ChFC®

John has been in the financial services industry since 2014. He received a bachelor’s degree in finance from Bloomsburg University of Pennsylvania and holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations, which require professionals to complete extensive training and adhere to a strict code of ethical standards. John is passionate about helping clients organize and understand their financial situation, so they feel empowered to make informed decisions.

In his free time, John enjoys spending time with his wife and two daughters, staying active, and travelling. He is also an avid Philadelphia sports fan.

Here are several financial planning services that John provides to individuals, families, and business owners:

• Cash flow planning
• Asset management
• Insurance planning
• Tax strategy
• Estate planning

Connect with John today if you are interested in learning more about any of the above topics as they relate to your lifestyle and financial goals.