John Konefal, Jr. CRPC®

Associate Advisor

John is a Chartered Retirement Planning Counselor®. He has been working in the financial services industry since 2011. His focus is on helping individuals and families manage their investments and plan for retirement. John utilizes a consultative process that helps ensure your saving and investing activities align with your own personal goals and objectives.

John earned his B.S. in Business Administration with a concentration in Financial Analysis from the State University of New York at Buffalo. He holds a FINRA Series 7 and Series 66 with LPL Financial and the NY State Life and Health Insurance License. CRPC conferred by College for Financial Planning.