John Foligno

Advisor at Grand Life Financial LLC

Updated today

Location

Summit, NJ 07901-4610

Credentials

CFP®

Industry experience

6 years

About

John Foligno has 30+ years of professional work and coaching/mentoring experience, which includes over 10 years of running his own business. Through empathy, active listening and thoughtful counsel, he lives his personal mission by inspiring people to overcome the roadblocks that prevent them from accomplishing their goals, and helps them to find enlightenment, fulfillment, and financial well-being.

He specializes in supporting high-net-worth households, although he enjoys working with all manner of people. As a business owner, John learned the hard way how much he would have benefited from a financial steward who understands the myriad challenges of running a business. That experience, coupled with his passion for financial planning, enables him to relieve business owners of the day-to-day concerns of reaching their financial goals, which frees them to focus on their growth and ultimate exit strategy.

As a graduate of Syracuse University’s Whitman School of Management, John studied finance and marketing. John is a member of NAPFA, whose members completed a broad-based advanced education program in financial planning and are trained to provide coordinated advice on issues surrounding a client’s entire financial picture.

When he is not fulfilling his fiduciary obligation of putting his client’s interest first, John is sharing time with his wife, Michelle, his daughter, Ruby, and their golden retriever, Honey. He enjoys a healthy lifestyle of strength conditioning and hiking as well as watching sports and reading. John is a first-degree black belt in Goju karate that guides his disciplined approach. He volunteers his time for the honor of helping people with limited financial education to make more informed decisions and has been featured in financial planning media journals to share his insights.

Client services

Based on Grand Life Financial LLC

Financial planning Portfolio management Business consulting

Expertise

Business ownership considerations Business exit / sale strategy Business succession planning

Occupation focus

Founder/Business Owner Executive

Demographic focus

Financial coaching / therapy

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Fee options

Percentage

$0 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.20% annually

Project-based

Up to $350 per hour for business consulting

Other

Account minimum: $1,000,000

Location

350 Springfield Ave, Suite 200 G

Summit, NJ 07901-4610

Most active in

Florida · New Jersey · Texas

Work history

Grand Life Financial LLC

2022 - Present (4 years)

Commonwealth Financial Network

2021 - 2022 (1 year)

Modera Wealth Management, LLC

2018 - 2021 (3 years)

Unemployed/Contractor (Consultant)

2018 - 2018 (1 year)

LIM College

2017 - 2018 (1 year)

Cubism Group, Inc.

1997 - 2017 (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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