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John F. McAvoy, CFP®, AIF®
Principal
John F. McAvoy is a 1978 graduate of Clark University
with a B.A. in Economics. He earned his Certified Financial Planner (CFP®)
designation in 1995 from the Certified Financial Planner Board of Standards
and the
Accredited Investment Fiduciary (AIF®) designation from the Center
for Fiduciary Studies in 2004. John is the Principal of Waterstone
Retirement Services. He is an Investment Advisor with Investors Capital
Advisory
and securities licensed with Investors Capital Corporation. He is securities
licensed in MA, NY, ME, FL and OR. John is also licensed by the Massachusetts
Division of Insurance for life, health and variable insurance investments.
John has studied various aspects of accounting, law, investments and
insurance at Harvard University Extension School, Boston College and
Babson College.
Since 1992, John has been working with successful individual, business
owners and public corporations to enhance and preserve wealth. John currently
is a consultant for numerous corporate and individual clients. John began
his career as a personal financial planner with American Express Financial
Advisors working with individuals and families in matters financial.
In 1995 John joined New England Advisory Group and began working with
corporate clients with their qualified plans. John helped found DaVinci
Capital Management in 1998 and has specialized in retirement plans since
then. He is a member of The Financial Planning Association and the Boston
Estate Planning Council.
John is happily married and the father of two children. They reside
in Sharon, Massachusetts. John is a former marathon runner having successfully
completed the Boston Marathon four times. His current interests include
golf and Boy Scout meetings.
John understands the complicated nature of today's financial world.
His experience, creativity, and commitment to excellence provide a valuable
resource for businesses looking to attract and retain employees.
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