Broker Check
John Witczak, RICP, LUTCF

John Witczak, RICP, LUTCF

Financial Advisor

John's mission is to nurture long-lasting relationships with families both traditional and non-traditional.  His focus is on helping clients through the financial stages of life; protecting loved ones, accumulating wealth, generating retirement income, and legacy planning.  He is dedicated to always looking out for his client's best interests by adhering to the principles of integrity and professionalism.

John has over 37 years of experience in financial services.  He is NGLCC certified to serve the LGBTBE community.  John strives for a closer client connection, providing customized strategies and product offerings tailored to his client's goals and objectives.  John holds various industry licenses and certifications:

* Series 7 and 66 registrations through LPL Financial

* LUTCF (Life Underwriter Training Council Fellow) Certification

* RICP (Retirement Income Certified Professional) Certification

John is a native of Wisconsin and has called many diverse neighborhoods home, Riverwest, Brady Street, East Side, Brewers Hill, Bay View, and now lives in the Trestle Creek Subdivision of Saint Francis where he can easily bike to Sheridan and South Shore Parks.

John is an avid animal lover.  His dogs are as diverse as the neighborhoods he has lived in ranging from a Miniature Dobermann Pinscher, Rottweiler, and German Shorthaired Pointer, to his current pet Daisy, a medium-sized Labradoodle.    

Fun Facts about John:

John is recently married from a committed 40 year relationship

John is a classical movie enthusiast and dog lover

His favorite quotes:

"The best thing about the future is that it comes one day at a time."  Abraham Lincoln

"A serious investor is not likely to believe that day-to-day or even month-to-month fluctuations of the stock market make him richer or poorer."  Benjamin Franklin