John provides objective, personalized wealth management strategies aiming to help build, protect and transfer wealth. Having worked in the financial services industry since 1993, John draws on extensive experience to help clients make informed decisions through education, communication and service.
A graduate of Boston College with a Bachelor of Arts degree in Economics, John achieved the CFP® designation* in September 2002. He currently is a Series 7 General Securities Agent and Series 63 Uniform State Agent both registered with LPL Financial, annuity and insurance agent licensed and serves as an office of supervisory jurisdiction with LPL Financial as a series 24 General Securities Principal.
Mr. Theophilos is committed to helping individuals, families and businesses meet and exceed their goals.
*The CFP® designation identifies to the public those individuals who have demonstrated the highest level of financial planning technical knowledge, and have met rigorous board requirements relating to education, examination, experience and ongoing ethical requirements. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.