John M. Piszko, CFP^®

Financial Advisor

Watchung Wealth Management/ WFA

50 Cardinal Drive
Westfield, NJ 07090

FINANCIAL ADVISOR'S WEBSITE

http://www.watchungwealthmanagement.com

(908) 598-3872 CONNECT WITH John

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Watchung Wealth Management

General

John Piszko is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Watchung Wealth Management/ WFA in Westfield, NJ and the surrounding communities.

Financial Advisor Overview

I’m able to connect with busy, successful people who would rather spend their free time with their loved ones rather than worrying about finances. For over 20 years, I have helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve while helping them prepare for all financial situations that will occur over a lifetime.

Financial Advisor Experience

I began his career as a Financial Advisor with Prudential in Manhattan. I developed my fundamental investment knowledge, and then joined Quick & Reilly, a predecessor firm of Merrill Lynch. In 2008, I earned the CERTIFIED FINANCIAL PLANNER™ certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. In 2009, I joined Wells Fargo Advisors in order to take a holistic, team approach in providing personalized financial advice for individuals, families, and businesses. In 2023, my partners and I formed Watchung Wealth Management in order to provide our clients with a boutique financial experience with the backing of one of the largest banks in the United States.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: NJ, NY, AZ, CT, FL, MD, NC, PA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs