John is President of McCarthy Grittinger Weil Financial Group, LLC, an independent financial planning and investment advisory firm. The firm is geared to individuals facing financial transition and specializes in the area of retirement planning.
John is a certified financial planner (CFP) and a registered investment advisor. He has an extensive 25-year background in the financial services industry as a practitioner, trust officer, mutual fund executive and educator. He is the author of Financial Planning for a Secure Retirement, second edition, published by the International Foundation. He is also the author of a self-published book, The New Millennium Guide to Managing Your Money. John's latest work, Embrace the Journey—Stories of Life and Finance, is a financial life planning book.
He is a frequent speaker to professional organizations, nonprofit, civic and employee groups on topics dealing with how to prosper financially in an era of dynamic change. John teaches Investment Basics in the Certificate Series.
Participant comments taken from John's instructor evaluations:
Excellent presentation and very informative class.
John's style is very enjoyable and entertaining.
John's material was well prepared, educational, informative and well presented.