FINANCIAL ADVISOR / PARTNER
(610) 524-8266, x402
John and his partners at Bala Financial Strategies joined A.P. Lubrano & Company, Inc. in 2019. He focuses on advanced planning strategies for families and individuals, investment portfolio construction and analysis, and comprehensive retirement income planning.
He enjoys working with individuals and their families to develop investment planning and portfolio management.
Prior to joining A.P. Lubrano and Company, Inc., John spent over 25 years as the Asset Management Specialist for the largest branch of AXA Advisors, LLC. Working out of the Philadelphia Branch, John’s responsibilities included facilitating all investment product sales and compliance for over 300 Financial Advisors and their clients. Under John’s leadership, assets under management for the branch grew to over $10 billion. He is also a member of the AXA Advisors, LLC Hall of Fame.
John joined the industry in 1994 after earning a Bachelor’s in Business Administration from the University of Delaware.
He maintains his Life, Accident and Health licenses as well as FINRA Series 6,7,24,26,53,63 and 65 securities licenses.
John resides in Blue Bell, Pennsylvania and enjoys spending time with his family, fishing, hiking and golfing.