John Cornacchia
Director
Designations: PIM Manager
Licenses: Series 65, Series 63, SIE, Series 31, Series 7, NJ Life and Health Insurance
John Cornacchia
Bio
As a Financial Advisor & wealth manager, I develop strategies to help build, manage, preserve & transfer wealth for a select group of clients.
I use the four cornerstones of wealth, Investments; Liability Management; Risk Management & Trust & Estate Planning Strategies*. My Process starts with listening & understanding my client’s needs, wants, objectives & time frames. This information is studied, tested, & modeled to develop strategies. These strategies are explained in plain English on an independent, objective, unbiased & cost-effective manner. Finally, we meet to review the strategies & adjust depending on changes in the client’s situation, financial markets, economic environment, interest rates, taxes, etc. I bring education, experience, energy, conviction & passion to relationships. I am a graduate of Rider University with a bachelor’s degree in finance & a concentration in Psychology. I am a Certified Portfolio Manager. I bring 30 years of experience as a Wealth Manager & a commitment to continuing to improve & increase my knowledge.
*Trust services are available through banking & trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors & its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate. planning & is licensed to practice law in your state.