John Kennedy

As Co-Founder, John’s passion is driven by a deeply-rooted desire to help others. While pursuing his education at the University of Central Florida, he decided exactly how he was going to align his passion with his profession. Immersing himself in the world of financial planning, John has spent over a decade motivating others toward their vision for financial success.

Graduating with honors, John earned a Bachelor’s of Science in Business with a focus in Finance and later achieved the CERTIFIED FINANCIAL PLANNER™ designation. He also holds insurance and real estate licenses. His desire for continual growth and development eventually led to a specific emphasis in helping clients integrate Medicare and Social Security planning decisions into their financial life goals.