John Cultrera

John went into finance with one goal: to help people. By giving an honest, direct opinion of your financial portfolio and goals, he works to create a plan that compliments your future. He likes to follow a methodical approach to financial planning by gathering relevant information, analyzing the numbers, creating and implementing strategy which strives to achieve goals through measurable metrics. Your relationship will be built on trust and reliability; in other words, you can count on John always giving it to you straight the New Yorker way!

Holding the Series 7, 63 & 66 licenses*, John has vast knowledge in investment and portfolio management. Previous experience includes Investment Specialist at Joseph Gunnar, as well as Financial Advisor at Merrill Lynch, National Securities and Ridgewood Savings Bank. Having experience at these major financial firms has helped to establish comrehensive approaches to portfolio planning, investment strategies and analytical review.

John graduated Cum Laude from Pace University with a BBA in Finance. During his time at Pace, John provided tutoring in Advanced Financial Analysis and Financial Management classes. While tutoring, John displayed a natural strength in educating and effectively communicating financial concepts, portfolio and strategy.

John is a native New Yorker, a foodie born and raised in the city with a love for family and sharing a great meal. Get to know more by connecting today!