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Certifications

CFP®, ChFC®, AIFA®

Client specialties

  • Financial Planning
  • Personal wealth management
  • Portfolio Construction & Management
  • Retirement plan consulting
  • Risk Management

John Marchisotta , CFP®, ChFC®, AIFA®

Partner, Managing Director, Private Wealth Advisor

Bio

John joined Procyon following the merger with Pivotal Planning Group, LLC in 2021, where he was the Managing Partner.

Prior to joining Procyon, John was responsible for leading Pivotal and achieving its mission of providing unbiased expert advice to their clients. John has over 25 years of experience providing personal financial planning advice to families and retirement plan consulting advice to trustees. He began his career as a tax accountant with a regional CPA firm in 1990. John is also a member of Procyon’s investment committee.

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