John T. Prokop, CFP®, CPA®, CFA®
John T. Prokop, CFP®, CPA®, CFA®
John has been providing investment and wealth advisory services since 1994. He brings a broad range of experience in client relationships, including retirement planning, portfolio design, risk management and general long-range financial planning and optimization strategies. Through this experience, John ensures that each client relationship receives the dedication it deserves. In addition to having client responsibilities, John is a member of the firm’s investment and financial planning committees. John is also the treasurer of the Georgetown University Alumni Club of Northern New Jersey.
John is a Certified Public Accountant (CPA), and holds the Chartered Financial Analyst® (CFA®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, and the CFA Institute. He earned a Bachelor of Science in Business Administration with a concentration in Accounting from Georgetown University and an MBA in Finance from New York University’s Stern School of Business.
John and his wife have three grown children and currently reside in Florham Park. He enjoys traveling and playing ice hockey and is an avid NY Rangers fan.
Learn More About Our Services:
Financial Planning
We provide clients with the full spectrum of planning services to help them better navigate all of life’s events. Our experience and insights will continue to support you as your needs mature and evolve.
Investment Management
Our firm’s investment management approach starts with discovering your short-term and long-term goals and then constructing and maintaining an investment portfolio built to your unique needs.
Senior Planning 360°
Today’s senior landscape is increasingly complex. Our approach manages your long-term needs, balancing longevity and prosperity in a holistic manner to ensure you are always prepared for what’s next.