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John Donofrio

Financial Advisor

CLU®, ChFC®, CFBS

Biography

As a seasoned financial advisor/planner, John provides tailored financial guidance and investment management strategies to successful individuals, families, small business owners, and nonprofit organizations locally in the Lehigh Valley and Greater Philadelphia area for over 15 years. John’s ultimate mission is to empower you to be more confident now in making important financial decisions while enabling you to transfer wealth to future generations.

John has dedicated his career to navigating complex financial and investment decisions to help improve their lives and the lives of the ones they love. He believes it is his responsibility to be aware of the changes in your life, so he can anticipate and respond strategically to new risks and emerging opportunities. The result is a coordinated financial and investment plan, updated regularly, that concentrates on meeting your particular wealth management goals today and for the generations that follow.

John graduated from Moravian College in 2006, where he studied Economics and Psychology and shortly after, he began his career at MassMutual Eastern PA. John stayed in Bethlehem, PA after graduation and currently resides there with his wife and son. Outside of work, John enjoys staying active by coaching his son’s little league team and playing golf with friends. He also appreciates fine wines and to combine his love for merlot and his community, each year he volunteers with the Lehigh Valley Wine Auction & Gala to benefit the Children's Home of Easton. He also serves on the Board of Directors for the Easton Area Community Center since 2007.

Education

Moravian College - Bachelor's in Economics (2006)
American College of Financial Services - Chartered Life Underwriter (2009)
Chartered Financial Consultant (2010)

Hobbies

Golf
Traveling
Wine Tasting

Community Involvement

Lehigh Valley Wine Auction & Gala for the Children's Home of Easton
Board of Directors for the Easton Area Community Center

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • Retirement Strategies
  • College Funding Strategies
  • Charitable Giving
  • Business Succession Planning
  • Estate Planning

Languages

  • English

CRN202305-282796

Check the background of this investment professional on FINRA's BrokerCheck