About John Bubello, ​CERTIFIED FINANCIAL PLANNER™

I specialize in Retirement Planning & Investment Management and I want you to:

Worry less about financial matters

Avoid mistakes so many others have made before you

Have confidence in your plans

Maximize what your money can do for you

Have more free time to enjoy what matters most to you

Don’t let anyone over-complicate it.   I mean it.  Sure, decisions around retirement income planning, investments, social security, 401(k)s, IRAs, taxes, insurance, and estate planning can be complicated.  But, like working with an experienced home builder, professional guidance can keep complicated endeavors from being costly and confusing.  

I rarely talk about myself but I’d like to share where I came from.  The youngest of three, I had a modest upbringing in central Connecticut. Hands on from a young age, my father taught me to fix what’s broken and my mother taught me how to “play well” with others.  My brother, always challenging me to out save him, planted the seed with the gift of a mutual fund at age 15, providing my first exposure to investing.

Almost 20 years ago, after accumulating some assets early in life, my search for an advisor ended when friends and family made an observation:  “John you are the advisor.”  

Now over a decade later, I help clients, friends and family benefit from my first hand planning and investment experience.  And yes, I work with my family.  But no, no one has ever thrown stuffing at me during Thanksgiving.

On the weekend you’ll find me coaching my daughter’s soccer team, biking the Connecticut shoreline, skiing in VT(though out West is best!), or boating to a favorite location – Newport, Block Island, or Long Island.  Non-fiction, self-help, & business improvement books are a favorite and I have penchant for World War II history. I love podcasts, getting rid of unnecessary stuff and organizing the disorganized. I continuously work toward perfection both in my personal and professional life, while quietly recognizing it’s an elusive goal.

From the Retirement Planning Blog…