Broker Check
John Massie, CFP®

John Massie, CFP®

Wealth Advisor

John is an experienced wealth advisor and CERTIFIED FINANCIAL PLANNERTM professional dedicated to helping clients pursue their life, financial, and legacy goals. He is passionate about considering a client’s full financial picture from their monthly cash flow to long term income needs at retirement when making financial recommendations. Through his efficient and effective use of the financial planning process, extensive knowledge of  financial products, and his ability to recognize tax strategies, insurance planning and estate planning needs he is able to design personalized and attainable financial plans, as well as make recommendations to enhance client’s entire portfolio. John understands that there is more to your financial objectives and legacy than just money.