John Finney HeadshotJohn Finney, CFP®
Wealth Advisor

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John serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, and risk management planning, along with investment management. John focuses on offering a holistic approach to investing; helping clients align their investments with their broader financial goals by understanding their aspirations, risk tolerance, and long-term vision, while meticulously addressing tax implications. John’s journey began at Providence College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation holder. Outside of the office, John enjoys spending his summers in Cape Cod, engaging in winter paddle tennis, and is an avid college sports fan.

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