In Memory of John Egan
John was one of three founders of Coordinated Wealth Management. For over twenty-five years, he helped investors make smart choices about their money. His passion was to assist clients in reaching their financial goals. As a comprehensive financial planner, he taught hundreds of retirement and investing classes at local colleges and corporations. His credentials and licenses included: Certified Financial Planner™ (CFP®), Certified IRA Specialist, Series 7 Securities Broker, Investment Advisor Representative, insurance agent, and CTEC licensed tax preparer.
John was a long-time resident of Glendora with his wife Mary and their three daughters Julie, Carrie, and Katie. He was a generous and kind man, devoted to his beautiful family, caring church, loving friends, and awesome clients. He passed away in March 2021, and he is greatly missed. John's brother, Pat Egan, stepped in as advisor to our Glendora clients as well as continuing to serve clients in his Pasadena office.