John Finney, CFP®

John serves as a Wealth Advisor at Beacon Pointe, bringing a unique blend of advisory expertise and entrepreneurial experience to his role. In addition to advising clients, he has pursued ventures focused on enhancing the wealth management industry, providing him with valuable insight into the intersection of financial planning, technology, and client experience.

As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional since 2021, John takes a holistic approach to wealth management. He is passionate about helping clients align their investment strategies with their broader financial objectives, taking the time to understand their goals, risk tolerance, and long-term vision. By thoughtfully incorporating tax considerations into the investment process, he helps clients make informed decisions that support their overall financial well-being.

John particularly enjoys working with individuals and families with sophisticated financial needs. He collaborates closely with clients and their professional advisors to address complex planning matters, including trust and estate strategies, wealth transfer, charitable giving, and legacy planning. His goal is to simplify complexity and help clients make confident decisions that reflect both their financial priorities and personal values.

John graduated from Providence College in 2019 and remains an avid follower of college athletics. Outside of work, he enjoys spending summers on Cape Cod, playing paddle tennis during the winter months, and staying active with family and friends. John lives in Boston with his wife, Grace.