About:
As a Retirement Plan Advisor, JP specializes in financial planning, retirement planning, strategic asset allocation, and relationship management.
Experience:
With 5+ years of financial service experience, JP develops effective relationships with clients, plan sponsors, participants, and financial professionals. He helps businesses design and manage their retirement plans to ensure compliance and alignment with company goals.
JP works with businesses of various sizes and assists employees in understanding their employer-sponsored retirement plan options. Previously, JP was a retirement account executive at Lawley.
Prior to Lawley, JP lived in Boston, MA working at Putnam Investments within their Defined Contribution Investment Only (DCIO) sales division. His role as an internal sales consultant was focused on providing retirement plan fiduciaries diversified equity, fixed income and multi-asset solutions to utilize in the defined contribution plan market.
Accreditations:
JP holds FINRA Series 7, 63, 66 licenses, a Life, Accident & Health License, and a Securities Industry Essentials (SIE) certification
Education:
JP earned a bachelor’s degree from Ohio University.
Community and Pro Bono:
JP serves on the boards of Peacemakers of Buffalo and The Kathy & Joe Curatolo Foundation. He is also involved with Kids Just Want to Have Fun – a charitable organization dedicated to supporting quality of life initiatives for pediatric patients at Roswell Park Comprehensive Cancer Center.
