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Certifications

CFP®, ChFC®

Client specialties

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

John Marchisotta , CFP®, ChFC®

Partner, Managing Director, Private Wealth Advisor

Bio

John joined Procyon after the merger with Pivotal Planning Group, LLC in 2021, where he served as the Managing Partner. During his time at Pivotal, John played a vital role in leading the firm and ensuring their commitment to delivering unbiased expert advice to clients.

With over 25 years of experience, John has provided personal financial planning advice to families and retirement plan consulting advice to trustees. His extensive background in the field includes starting his career as a tax accountant with a regional CPA firm in 1990, providing him with a strong foundation in tax matters.

In addition to his responsibilities at Procyon, John is a member of the firm’s investment committee. This role allows him to contribute his insights and expertise to the decision-making processes regarding investments.

John’s experience, expertise, and dedication to providing unbiased advice make him a valuable asset to Procyon. His vast knowledge of personal financial planning and retirement plan consulting positions him well to assist clients in achieving their financial goals while navigating the complexities of the financial landscape.

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