Overview

Caitlin John is a pure Fiduciary firm, (no BD affiliation) built on a vision of the future and experience of 34 years in the financial service Industry. We provide our Clients with a very disciplined and holistic approach to their financial planning and wealth management needs.

We have just begun to grow our National footprint with Advisors and offiices now in 15+ states. Our goal is to continue to Forge the New Frontier in Financial services maximizing best in breed algorithmic model management, paperless platform, technology along with ancillary products and services to best serve the Mass Affulent market, 401k and Professional market place.

I currently own 3 RIA Firms and 3 ancillary service firms spanning every Advisor need an awesome in house support Team to maximize our Clients and Advisor experience. Service in the most important to me and is reflected in our decades of continuous Success!

I started in the this business at the age of 18, this all I ever done! I've been very blessed with my wife of 29 years and 2 amazing children! My daughter just had our first Grandchild and my son is in his 3rd year of college.
We are Very much looking forward to what the next decade of opportunities will bring!

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

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