John Khoury
Principal Wealth Manager | Khoury Private Wealth at [email protected] |(617)363-9959
- Role
- Principal Wealth Manager at Savvy Wealth
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About John Khoury
As a Principal Wealth Manager at Savvy Wealth, I have over 23 years of experience in helping clients achieve their financial goals and dreams. I have a Master of Science in Financial Planning from the University of Nebraska-Lincoln, a Bachelor of Science in Finance from the University of Massachusetts Lowell, and a Graduate Certificate in Financial Planning from University of Nebraska- Lincoln. I also hold the Series 7 and 66 licenses and the Insurance Broker license in Massachusetts.My core competencies include wealth management, investing, portfolio analysis, college planning, and more. I partner with my clients to create customized and comprehensive financial plans that suit their needs, preferences, and aspirations. I also provide ongoing guidance and support to ensure they stay on track and make informed decisions. My mission is to empower my clients with the knowledge, tools, and strategies they need to achieve financial peace of mind and security.
Experience
Principal Wealth Manager
Nov 2023 — Present · Boston, MA, US
Education
Northwestern University
Financial Planning & Insurance Planning
University of Nebraska-Lincoln
Master of Science - MS, Financial Planning
2016
University of Nebraska-Lincoln
Graduate Certificate , Financial Planning
2016 — 2017
University of Massachusetts Lowell
Bachelor of Science - BS, Finance
1998 — 2002
Skills
- Executive Compensation Planning
- College Planning
- 401k Rollovers
- Asset Allocation
- Investments
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