Private Wealth Advisor John Venne is a financial planner with a client-service philosophy that focuses on highly personal and attentive relationships with customized, objective services. John establishes a warm, approachable demeanor with every client, leading them to the path of understanding their goals and objectives while making sure that he himself understands thoroughly their particular situation before he makes any specific recommendations.
John brings more than a decade of experience in finance into every client relationship. He advises select families and individuals on developing and implementing comprehensive wealth management and wealth preservation strategies, identifying their long-term investment goals and then tailoring investment strategies to fit their unique needs. John believes that the key to financial success lies in a holistic financial planning approach, which he implements by providing access to a variety of specialized products and services tailored to address each client’s individual needs.
John graduated from the University of Delaware with a dual concentration Finance and Economics. He continued his lifelong passion for knowledge, completing the requirements to become both a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Consultant®.
An avid golfer, John is a member of the Laurel Creek Country Club, where he serves on the Board of Trustees, Membership Committee and Finance Committee. He previously served on the Board of Directors, Finance Committee and Strategic Planning Committee at Torresdale Frankford Country Club until the club’s merger with The Union League of Philadelphia, which he is now also a member.
John resides in Moorestown, NJ, with his wife Laura and their two sons, Jack and Chase.