John F. McAvoy, CFP®
Principal

As a Certified Financial Planner™ John McAvoy has helped successful individuals, business owners and public corporations enhance and preserve their wealth since 1992. He understands the complicated nature of today’s financial world. His experience, creativity and commitment to excellence provide a valuable resource for both businesses and individuals looking to make important financial decisions.

John graduated from Clark University with a Bachelor of Arts in Economics and received his professional training from The College of Financial Planning. He is an active member of the Financial Planning Association. He is currently serving as Treasurer of the Massachusetts Chapter of the Financial Planning Association. He has been quoted in financial planning publications on issues ranging from college planning to fiduciary issues pertaining to 401(k) plans. He is securities licensed in MA, NY, ME, NH, RI, FL, GA & VA.

He is also active in his community. He is past co-chair of the Capital Campaign for the First Congregational Church of Sharon and has participated in numerous community service projects through the FCC of Sharon and Boy Scout Troop 95.

John, his wife Sue and his two children live in Sharon, Massachusetts.