John Calvert, CFP®, CLU®, ChFC®

Partner and Private Wealth Advisor | Creating Multigenerational Legacies | Growing to High Net-Worth Wealth Management, Business Succession, Insurance, and Retirement Plan Specialist | Multi-Gen Wealth Strategist

John Calvert, CFP®, CLU®, ChFC®, is a seasoned professional with over 30 years of experience in wealth management and financial planning.

John holds prestigious designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®).

He is a partner at Trapani, Calvert & Meyer Wealth Management & Insurance Services, serving a diverse clientele nationwide, including attorneys, professional athletes, doctors, executives, business owners, IT professionals, educators, and more.

John is dedicated to bringing financial security to his clients and creating lasting legacies across multiple generations. He prioritizes understanding his clients' needs and providing exceptional service beyond business transactions.

Recognized by Forbes as a Best-In-State Wealth Advisor, John has a deep commitment to nurturing client relationships with care and dedication, akin to family bonds.

Apart from his professional pursuits, John is actively involved in his community, volunteering for various organizations and serving in church ministries.

With a background in English and philosophy from Loyola High School and Boston College, John combines his academic insights with real-world expertise to help his clients navigate their financial goals with confidence.

In his personal life, John values quality time with his family, enjoys outdoor activities like hiking and skiing, and engages in interests such as golf and squash.