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JR Gurrieri, CFP®, AEP®, RICP®, AIF®,WMCP®, MBA
A Financial Planner who helps people create their "Financial Life Plan" by teaching them the truth about how money works
JR Gurrieri, CFP®, AEP®, RICP®, AIF®, WMCP®, MBA, is a highly qualified CERTIFIED FINANCIAL PLANNING™ practitioner specializing in Financial Life Planning methodology.
Through his unique approach, J.R. delves into clients' essential life goals before crafting financial plans that align with their aspirations.
Passionate about assisting families facing challenges, J.R. actively engages in charitable endeavors in raising awareness and support.
Beyond financial planning, J.R. leverages his diverse interests as a lifelong learner, musician, and athlete, holding a black belt in Brazilian Jiu-Jitsu and actively performing with his band.
His educational background includes a Bachelor of Arts in Economics from The Johns Hopkins University, a Certified Financial Planner™ Practitioner certification from The American College of Financial Services, and an MBA in Finance from Pace University's Lubin School of Business.
With a rich professional history encompassing roles at BlackBelt Wealth Advisory, T3 Trading Group, LLC, American Home Bank, and Countrywide Home Loans, J.R. brings a wealth of experience and expertise to his financial planning practice.
