John Specialist

As a financial services professional with over two decades of experience, John Specialist has dedicated his career to helping teachers and school employees navigate the complexities of personal finance. He specializes in delivering financial solutions that simplify the process of retirement planning, investment management, and insurance benefits implementation. John has worked with multiple companies throughout his career, including Horace Mann, NTA Life Palm Beach, and Savin Wealth Management, to name a few. His expertise and deep knowledge of the financial services industry make him an invaluable resource for teachers and school district employees in the Palm Beach, Broward, Miami, and St. Lucie County areas. John's services include College Saving Programs, Supplemental Insurance, Retirement Solutions, and investment Programs, among others. He is a former Sr. Financial Advisor at Chicago Investment Group and a former Wealth Advisor at Cambridge Investment Research, Inc. John's values center on being client-focused, team-centric, and outcome-based, addressing his client's financial concerns and priorities with a results-driven approach. He holds a Bachelor's degree in Biology/Biological Sciences from the City University of New York-College of Staten Island.