Broker Check
John K. Ferry, CWS ®, CPFA, AIF®

John K. Ferry, CWS ®, CPFA, AIF®

Co-Founder and Executive Vice President, Certified Wealth Strategist ®, Certified Plan Fiduciary Advisor, Accredited Investment Fiduciary ®

John is a graduate from Seton Hall University with a Bachelor of Science in Business Administration with a degree in Marketing. John is a Financial Consultant / Registered Representative with and offers securities through First Allied Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. John holds Security licenses Series 7 & 66; Life, Accident and Health Insurance licensess. CA Insurance Lic.# 0113642.

John prides himself on forming lifelong relationships with his clients. He works closely with those in the Medical field as well as Business Owners, and individuals alike, providing comprehensive wealth management planning and business retirement plan solutions, helping clients work toward achieving and preserving financial wealth success.

John works with his clients on complex financial needs helping them develop, implement, and monitor strategies designed to enhance, protect and transfer their wealth. Focusing on more than just investments, John helps clients navigate an ever changing financial landscape by “anticipating and identifying financial issues, which may be on the horizon, so that clients can better plan for tomorrow and beyond”.

John is a Certified Plan Fiduciary Advisor (CPFA); a course of study developed by some of the nation’s leading advisors and retirement plan experts as part of the National Associations of Plan Advisor’s (NAPA) Retirement Plan Academy. Advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary and guide other fiduciaries in their management roles and responsibilities. John is also a Certified Wealth Strategist® Professional. A designation awarded to those individuals completing a thorough program of study surrounding complex wealth management issues facing clients’ today and comprehensively addressing each one individually and collectively. Both accreditations have provided John with the training, skills and technical knowledge, in practice management processes, to work as an effective partner for his clients.

Outside the office, John enjoys traveling, boating, cycling, hiking and spending time with his family and friends. His hobbies include; fly tying / fishing and gardening.