John F. Recchia

CRC

VALUE STATEMENT

Integrity, Trust, Accountability, and Loyalty: these are the four core values that define my practice. I am committed to helping each of my client attain personal and financial success, leading a life without financial worries.

MISSION STATEMENT

My passion towards retirement income planning is fueled by my desire to help clients plan for their next phase of life. I take a holistic approach towards the planning process which includes tax planning, insurance planning, investment planning and estate planning. I help clients prepare a budget to fund their goals and devise a sustainable income stream to maintain their lifestyle after retirement.

CREDENTIALS

I hold a Bachelor's Degree in Business Administration from Pace University. I am a Certified Retirement Counselor® and have completed the Certified Financial Planner courses from Pace University outlined by the Certified Financial Planning Board of Standards.

I am a life-long resident of Elmsford, NY. I am a member of the Westchester Chapter of the Financial Planning Association, NYC Chapter of the Society of Financial Service Professionals, an active member of my parish and a member of the Knights of Columbus. My wife Barbara and I are married for over 42 years and we have three grown children.