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John Agnew, CFA, CFP®, RICP®
Fiduciary tax-aware advice
John Agnew is a financial advisor and the founder of The Wealth Collective, where he holds multiple professional designations including CFA (Chartered Financial Analyst), CFP® (Certified Financial Planner), RICP® (Retirement Income Certified Professional), and CLU® (Chartered Life Underwriter). His expertise lies in comprehensive wealth management, asset management, and financial planning.
Prior to establishing The Wealth Collective, Agnew worked at Morgan Stanley as a financial advisor from March 2017 to September 2020. He has a strong background in financial services and is dedicated to helping clients achieve their financial goals through tailored strategies and advice.12
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Location
Los Angeles, California, United States
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