John Foligno has 30+ years of professional experience, which includes almost 15 years of running his own businesses. He specializes in supporting successful, high-net-worth earners through the lens of tax-efficiency.

As a graduate of Syracuse University’s Whitman School of Management, John studied finance and marketing. He completed the CERTIFIED FINANCIAL PLANNER (CFP) Board-approved educational coursework through Bryant University and the Certified Plan Fiduciary Advisor (CPFA) educational coursework through the American Retirement Association that will allow him to deliver professional, competent and ethical financial planning and retirement planning services to clients and plan sponsors. John is a member of NAPFA, whose members completed a broad-based advanced education program in financial planning and are trained to provide coordinated advice on issues surrounding a client’s entire financial picture, of which they adhere to a rigorous code of ethics. He holds a Series 65 Uniform Investment Adviser Law registration that authorizes him to solely offer fee-only advice. As a Certified Money Coach (CMC^®), John also helps clients identify their unconscious behaviors, patterns, and beliefs around money to guide them toward reaching their financial potential.

When he is not fulfilling his fiduciary obligation of putting his client’s interest first, John is sharing time with his wife, Michelle, his daughter, Ruby, and their golden retriever, Honey. He enjoys a healthy lifestyle of strength conditioning and hiking as well as watching sports and reading. John is a first-degree black belt in Goju karate that guides his disciplined approach. He volunteers his time for the honor of helping people with limited financial education to make more informed decisions and has been featured In the Media to share his insights.

Learn more about him on the FeeOnlyNetwork, Wealthtender, LinkedIn, YouTube, and Our Reviews.