John Rebman

About John Rebman

John Rebman is a Senior Retirement Consultant for defined contribution plans in the Tampa office. He helps clients achieve their financial goals by advising them on appropriate investment objectives and policies, assisting with investment management selection, and monitoring the performance of their investment portfolios. John provides expert advice on a wide range of investment-related topics such as strategic asset allocation, responsible investing, and risk strategy. Additionally, he is a governance expert in defined contribution and non-qualified retirement programs.Prior to joining Mercer, John Rebman was a Relationship Manager with Vanguard. More recently, he was a Retirement Consultant at Fisher Investments focused on small to mid-market clients. John brings over 17 years of experience in the industry to his clients.John holds a Bachelor of Arts in Financial Management from Immaculata University. He also holds multiple designations with the American Society of Pension Professionals and Actuaries (ASPPA) including the QKA, QPA, QKC, and TGPC credentials along with Series 6 and 63 licenses with FINRA.John is a former volunteer firefighter, a new father, and in his spare time enjoys participating in mud runs with his wife.

Experience

1. Principal

   Mercer

   Jan 2024 — Present · Tampa, FL, US

   Helping clients achieve their financial goals by advising on appropriate investment objectives and policies, assisting with investment manager selection, and monitoring the performance of investment portfolios. Providing expert advice on a wide range of investment-related topics such as strategic asset allocation, responsible investing, asset liability modeling, and risk strategy.

Education

• Delaware County Community College

  A.S.

  2000 — 2003

• Immaculata University

  B.A.

  2010 — 2012