John Egan, CFP®, brings over 25 years of experience from firms like Charles Schwab, Fidelity Investments, and JPMorgan. His approach has always been grounded in building client-first, relationship-based financial strategies.
As a proud Chicagoan, you might spot John running along the lakefront paths of the north side or visiting local businesses in Andersonville. He believes financial advice should be approachable, human, and aligned with the life you want to live. If you see him out and about, feel free to say hello—he’ll probably be walking alongside his trusty sidekick, Benji.