John Conte
Certified Financial Plannertm @Hornor, Townsend & Kent
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WORK HISTORY
Certified Financial Plannertm @Hornor, Townsend & Kent
EDUCATION
CERTIFIED FINANCIAL PLANNER™
Financial Planning and Services
The American College of Financial Services
Financial Planning and Services
Quinnipiac University
Bachelor's Degree, Finance
SKILLS
ABOUT JOHN CONTE
For 20 years, I have been an advocate for tech sales professionals and new families, trying to navigate the landscape of personal finance. I help our clients save money, based on their unique vision for the future. Whether you\'re saving for a first home, retirement, or would simply like a system to make your money work harder. We\'ll get there, together.Areas of Specialty: • Creating a savings program and holding clients accountable to stay on track.• College savings alternatives. • Tax-efficient ways to save for retirement.• \'Family Needs\' analysis, to determine how much life insurance one should be holding. • Evaluating the different types of life insurance available, and the advantages of each.• Providing the highest possible level of service.Please note that current regulatory policy does not allow me to receive endorsements of skills and expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services, or the performance of your accounts.
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