John Sepe

John is a PIM Portfolio Manager specializing in using an "in-depth", overall financial analysis to assist clients in realizing their financial goals and aspirations. As a Financial Advisor, John is actively involved in many stages of his clients' Investment and Life Planning. He advises clients and their families on saving for retirement, maximizing income and helping ensure sufficient assets to meet their financial needs during retirement, as well as positioning assets and investments to preserve wealth for the transfer to future generations. John works very closely with his clients' Attorneys and Tax Advisors to be certain that all aspects of the investment plan are legally sound and structured to minimize taxes while staying within the Regulations of the Internal Revenue Service. John has 26 years of industry experience. He has extensive knowledge of Tactical and Strategic Asset Allocation, Risk Management, Retirement Planning, and all general matters concerning the management and distribution of assets. He received his Bachelor of Business Administration degree from Pace University, where he majored in Finance at the Lubin School of Business. As an active member of his community, John has coached his children's basketball, soccer & hockey teams. He is a former board member of the EYI, a non-profit focused on the importance of early child development. He is also a frequent speaker to Senior Citizen Groups, Business Owners, and Pre-Retirement meetings throughout Long Island. Currently residing in Brightwaters N.Y., married to Ursula, together they are proud parents of three children Caitlin, Ronan & Conlon. As a family they love sports, traveling and the beach