John O’Callaghan

John is a Certified Financial Planner® Professional who specializes in providing personalized financial advice and education to help clients achieve their life goals. With years of experience working with clients of all ages and backgrounds, John is adept at aligning client’s financial goals with their personal values, thereby enabling them to gain clarity and confidence in their financial position.

John is passionate about the discipline of behavioral finance and understands that there is no one-size-fits-all approach to optimizing a client’s financial situation and reducing their worry. He recognizes that every client is on their own unique journey through life, with experiences that shape their attitudes towards money. John works with clients individually to better understand their objectives and designs financial plans to positively impact each client’s financial life.

John is from Severna Park, Maryland, where he grew up surrounded by family. His childhood taught him the value of family and instilled in him the desire to form meaningful partnerships with clients. He aspires to be a dependable guide, a trusted thinking partner, or even just a friendly ear whenever a client wants to discuss their financial life. He tries to maximize everyday by waking up before the sun rises (to the dismay of his wife, Courtney) and getting in a workout and some reading time before starting his workday. He is an avid health enthusiast.

During his leisure time, he likes to be with friends and family, regardless of the activity. Being an ardent sports enthusiast, he closely follows numerous major sports. Each evening, he tries to decompress by taking a leisurely stroll with his wife Courtney and golden retrievers Palmer and Charlie, followed by indulging in an episode (or several) of either Seinfeld or Friends.