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John M. Egan, CFP® of J.M. Egan Wealth Advisors, LLC in Madison and Sea Girt, New Jersey is a financial advisor who specializes in wealth management, retirement planning and independent investment advice. Since beginning work in the financial services industry in 1986, John has worked with hundreds of families, teachers, corporate executives, and small businesses in 15 states to help them design a plan to pursue their financial dreams. He has the comprehensive education and experience to handle all aspects of building and preserving wealth. A CERTIFIED FINANCIAL PLANNER ™ professional, John is a recognized member of the prestigious Million Dollar Round Table, “The Premier Association of Financial Professionals®”, and holds his degree in Business Administration from St. Michaels College in Winooski, Vermont. For more information, visit www.JMEgan.com
Investment Advisory Services offered through J.M. Egan Wealth Advisors, LLC. Securities offered through Securities America, Inc. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Securities America, Inc., and J.M. Egan Wealth Advisors, LLC are independent non-affiliated entities.
RIA licensed in: NJ, TX
Securities licensed in: CO, DE, FL, GA, IL, MA, MD, MN, NC, NH, NJ, NV, NY OH, PA, SC, TX, VA, VT .