With more than 25 years of experience in the area of financial services, John is the managing partner of Harm & Harm Financial Consulting Group, located in downtown Burlington, Vermont.
After beginning his career in 1995 as a trading specialist, he served as a regional marketing director for three years at Hartford Life Insurance Company. While at Hartford, John specialized in mutual funds, annuities, various insurance products, and 401(k) plans before joining his father's financial practice in 1999.
John earned his bachelor's degree from Carnegie Mellon University. In 2007, he graduated from the College for Financial Planning and subsequently obtained his CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, John had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. As a CFP® professional, he adheres to a Professional Code of Ethics, and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. In May of 2014, after 20 months of intense coursework, John graduated and received a dual-degree Executive MBA in Asset and Wealth Management from both the Tepper School of Business at Carnegie Mellon University and HEC Lausanne, the Faculty of Business and Economics at the University of Lausanne. John served two terms on the Board of Directors of the Financial Planning Association of Pittsburgh.
John, his wife Sarah, and their three children live in South Burlington, Vermont. Sarah is the Medical Director of the Blood Bank at University of Vermont Medical Center and Associate Professor of Pathology at Robert Larner, M.D. College of Medicine at University of Vermont.
In his free time, John enjoys spending time outdoors hiking, biking, and skiing with his family. John's favorite sport is soccer and he participates in various indoor and outdoor organized soccer leagues.
CA Insurance License Number: 0H49249. Resident State VT.
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