As founder and principal of Capital Navigation Group, John's unwavering passion for his clients is driven by a unique set of core values and beliefs. Connection, simplicity, and attention to detail make up the foundation of John's unique approach to wealth management and life planning. John believes in meeting people where they are, developing authentic relationships, simplifying the complex and earning your trust by keeping promises and executing. John also believes that "no one should walk alone" and that everyone should have the opportunity to be independent and to live a life in alignment with their values, beliefs, and dreams.
Prior to founding CNG, John spent 18 years as a financial advisor providing estate, business succession, and investment planning with Capital Analysts of New England and Manufacturers Financial.
John received his Bachelor of Arts degrees in Economics and Finance from Northeastern University in Boston, Massachusetts; his Chartered Financial Consultant® degree from The American College in Bryn Mawr, Pennsylvania; and his Accredited Investment Fiduciary® designation from the Center of Fiduciary Studies in Pittsburgh, Pennsylvania. He was designated as a Certified Fund Specialist® by the Institute of Business and Finance in La Jolla, California. John also received a Behavioral Finances and Investment Decisions Certificate from the John F. Kennedy School of Government at Harvard University.
Originally from West Hartford, Connecticut, John fell in love with the city of Boston while attending College at Northeastern. Today, he and his wife Gloria live on the scenic Boston Harbor. John's physical pursuits include sailing, yoga, and exercising. As a lifelong learner, John is an avid reader of subjects ranging from emotional intelligence, spirituality & life-purpose to to biographies on influential entrepreneurs and leaders.