John Egan CFP®

Financial Advisor, Certified Financial Planner™

John is one of three founders of Coordinated Wealth Management.  For over twenty-five years, he has been helping investors make smart choices about their money. His passion is to assist his clients in reaching their financial goals – no matter what life brings. He has taught hundreds of retirement and investing classes at local colleges and corporations. As a comprehensive financial planner, he chose to specialize in the issues facing retirees and those nearing retirement.

His credentials and licenses include: Certified Financial Planner™ (CFP®), Certified IRA Specialist, Series 7 Securities Broker, Investment Advisor Representative, insurance agent, and CTEC licensed tax preparer.

John is a long-time resident of Glendora with his wife Mary and their three daughters Julie, Carrie, and Katie. His favorite hobby?  Spending time with his four beautiful girls!