John Cornacchia

Director

Office

Phone: 732-889-8605

Email

[email protected]

Address

28 Leroy Place,
Red Bank, NJ 07701

As a Financial Advisor & wealth manager, I develop strategies to help build, manage, preserve & transfer wealth for a select group of clients.

I use what I believe to be the four cornerstones of wealth: Investments, Liability Management, and Trust and Estate Planning Strategies. My Process starts with listening & understanding my client’s needs wants, objectives & time frames. This information is studied to develop strategies. These strategies are explained in plain English on an independent, objective, unbiased & cost effective manner. Finally, we meet to review the strategies & adjust depending on changes in the client’s situation, financial markets, economic environment, interest rates, taxes, etc.

I bring education, experience, energy, conviction & passion to the relationships. I am a graduate of Rider University with a bachelor’s degree in Finance & a concentration in Psychology. I am a Certified Portfolio Manager. I bring 30 years’ experience as a Wealth Manager & a commitment to continuing to improve & increase my knowledge.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, FL, IL, MI, NJ, NY, OH, PA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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