John Gugliotta, Jr., CPA / CFP / Financial Advisor in Bethlehem, Pennsylvania
My practice is a financial and tax planning firm, providing �fee only� financial services for individuals. I offer carefully determined and ethical financial and tax advice to help clients achieve their financial goals.
�Fee only� means that my compensation is based only on the services I provide. I have no financial stake of any kind in the investment recommendations I make to my clients, meaning no commissions are ever received and no products are ever sold. Such a compensation system allows me to be completely objective. Thus, I make decisions and recommendations only with the client�s best interests in mind.
I earned a Bachelors Degree in accounting from Rutgers University and hold the designations of Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Certified Divorce Finanacial Analyst (CDFA). I have more than 25 years of industry experience in taxes and accounting, having worked in public accounting and for Fortune 500 companies throughout my career. I am a member of the PSPA (Pennsylvania Society of Public Accountants. I frequently participate in seminars and conferences for professional development. I live with my wife Karen and our two Jack Russel Terriers, (Tucker and Daisy) in Bethlehem, PA.
Using a holistic approach, I carefully work with a client�s total financial situation, including tax planning and preparation, investment planning, insurance planning, cash flow analysis, retirement planning, coaching and goal setting. This approach helps me properly assess a client�s total financial situation, as well as, develop a plan with a client�s specific goals in mind.
Clients typically prefer an unbiased advisor, a trusted guide, who will educate them and integrate their goals into their financial situation, on a personalized basis, to minimize their taxes, build resources and give them financial peace of mind. Additionally, clients who are committed to building their financial future want and need someone who will assess where they are at financially, develop a sensible and achievable financial plan, then guide them every step of the way to fulfilling their financial goals. I am committed to serving my clients while meeting these expectations.
�Fee only� means that my compensation is based only on the services I provide. I have no financial stake of any kind in the investment recommendations I make to my clients, meaning no commissions are ever received and no products are ever sold. Such a compensation system allows me to be completely objective. Thus, I make decisions and recommendations only with the client�s best interests in mind.
I earned a Bachelors Degree in accounting from Rutgers University and hold the designations of Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Certified Divorce Finanacial Analyst (CDFA). I have more than 25 years of industry experience in taxes and accounting, having worked in public accounting and for Fortune 500 companies throughout my career. I am a member of the PSPA (Pennsylvania Society of Public Accountants. I frequently participate in seminars and conferences for professional development. I live with my wife Karen and our two Jack Russel Terriers, (Tucker and Daisy) in Bethlehem, PA.
Using a holistic approach, I carefully work with a client�s total financial situation, including tax planning and preparation, investment planning, insurance planning, cash flow analysis, retirement planning, coaching and goal setting. This approach helps me properly assess a client�s total financial situation, as well as, develop a plan with a client�s specific goals in mind.
Clients typically prefer an unbiased advisor, a trusted guide, who will educate them and integrate their goals into their financial situation, on a personalized basis, to minimize their taxes, build resources and give them financial peace of mind. Additionally, clients who are committed to building their financial future want and need someone who will assess where they are at financially, develop a sensible and achievable financial plan, then guide them every step of the way to fulfilling their financial goals. I am committed to serving my clients while meeting these expectations.
Specialties
401K Consulting 403B Plans Business Planning Certified Financial Planner CFP ® College Planning Debt Management Divorce Planning Estate Planning Family Financial Planning Fee Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Job Transition Coaching Middle Income Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Sustainability Synergistic Portfolio Planning Wealth Management Young InvestorsNestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.033 secs on 04/19/24)
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