Canoga Wealth Management

Description

John's focus is on wealth management for both select clients and corporations. He provides a stable source of comprehensive financial planning solutions to meet the future needs of his clients. His greatest work satisfaction comes from the lasting friendships that have developed with his clients. John is a member of Peak Productions, a national organization guided by Ron Carson. Ron Carson is regarded as one of the nation's top-rated financial advisors according to Barron's. Through this membership, John collaborates with financial advisors from around the country to ensure the best financial guidance available is provided to his clients. Recognizing the importance to deliver high quality 401(k) management services to his corporate clients, John is a member of the 401(k) Coach Program. This highly specialized program simplifies the complex world of 401(k) and profit sharing plans providing technical expertise and a mechanism for John to communicate directly with other pension professionals. In 2008 and 2009 John and Canoga Wealth Management were recognized by Securities America Master's Forum. The Securities America Master's Forum honors successful financial advisors and financial consultants that demonstrate outstanding sales, service and business management. John earned the professional designations of Certified Fund Specialist from the Institute of Business and Finance in La Jolla, California. His industry registrations include: He is a Connecticut native who enjoys all outdoor activities, especially boating, scuba diving, and vacationing on Cayuga Lake. John has two children, Mitchell and Hailey, and lives in Madison, CT, where he enjoys helping with community service efforts. Stephen T. Carlo, LL.B., CLU, ChFC, CIC

Companies nearby