Remote Financial Advisor

A Personal CFO for Your Retirement

It’s understandable that people are confused on how they benefit from working with a financial advisor. 

Some advisors pick stocks or mutual funds.

Others sell products like annuities or insurance.     

Some advisors do much, much more.


I work as my client’s Chief Financial Officer (CFO).


What is a Chief Financial Officer (CFO)?

A Chief Financial Officer (CFO) is a senior executive who is responsible for the overall planning and management of a company’s financial affairs. A CFO (working for the CEO) is responsible for the planning, implementation, managing and running of all the financial activities of a company, including planning, budgeting, forecasting and negotiations. 


As a Personal CFO I work for you, the CEO of Your Retirement.


What’s it like to have a Personal CFO for your retirement? 

As your Personal CFO I will help you:

Know where you “stand”

Help you determine where you want to “go”

Work with every step of the way to get you there

Great planning and execution are key to a financially stress-free retirement.


Why is working with a Personal CFO different?

I advise on all financial strategies, approaches and decisions, not just investments.

As your Personal CFO I lead the development, evolution and implementation of your retirement plan including advising on planning, income, forecasting, estate, tax, risk reduction, longevity and investment strategies. 

We will work together to:

Determine a plan to reach your financial goals

Maximize your money & minimize the taxes you pay

Avoid planning & investment mistakes

When you receive proactive and comprehensive advice you’ll have the clarity to retire with confidence.


Are you ready to learn more about working with a Personal CFO for Your Retirement? I know that taking the first step can be the hardest, that’s why I’ve made it as easy as possible. Just click here to schedule a Free No-Obligation Personal CFO for Your Retirement Introduction Call with me and get started towards your retirement success.


John Bubello Retirement Financial Advisor

John R. Bubello CFP®

I specialize in Retirement Planning & Investment Management.

My clients worry less, maximize their money, avoid mistakes and retire with clarity and confidence.

The Retirement Income Blog

Advice and perspective for the soon-to-be-retiree

Creating a retirement plan requires making some complicated decisions about our financial lives.

But complicated doesn’t have to mean confusing

My goal is to break down key decisions and concepts, frame them in the context of your retirement, and help you make smart, confident decisions about your retirement.

Because you only retire once.

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John R. Bubello is an investment advisor representative of and offers investment advisory services through Compass Retirement, LLC, a registered investment adviser offering advisory services in the State of Connecticut, State of Florida, State of North Carolina and other jurisdictions where registered or exempted.