Meet John Wojciechowski
Here’s our story. We look forward to hearing yours.
John Wojciechowski, MBA
Investment Adviser Representative
As an Investment Adviser Representative at Financial Wealth Alliance, John Wojciechowski’s primary responsibility is to represent clients’ financial needs and understand their financial goals. John looks for solutions to help reduce the impact of inflation, taxation and rising health care costs on clients. He focuses on creating strategies designed to preserve assets and maximize income. John specializes in working with pre-retirees and retirees, and he understands the need to shift from wealth accumulation to asset preservation and income strategies.
John’s previous experience includes working for well-known brokerage firms. That experience gave him a solid understanding of markets and different financial vehicles available today.
John holds several industry certifications and licenses, allowing him to fully serve his clients. He has a post-graduate degree from Elmhurst College; his MBA focused on finance. As an ongoing learner, John considers himself a “student of the market.” He prides himself on continuing education on current market trends. John holds his life insurance license and has passed the Series 65 securities exam.
John is passionate about educating pre-retirees and retirees in his community and regularly conducts workshops within it. He gives presentations on topics of Social Security, tax efficiency and income distribution strategies in retirement.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at DGodlewski@BrookstoneAdvisor.com or call us at 847.312.3454 today!
Have Questions for Financial Wealth Alliance?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.