John MacDonald CFP®
John MacDonald joined the Williamsville office in 2013. Prior to being with Equitable Advisors, he worked in the banking industry, focusing on Compliance and Audit of Trust Accounts. He has a Bachelor’s Degree from the State University of New York at Fredonia. John is a CERTIFIED FINANCIAL PLANNER™ professional.
John helps individual, families and small businesses on achieving their financial goals. He believes in a customized approach for each client; as everyone’s goals are different. Through his comprehensive approach, he helps clients prepare for today and the future, utilizing: Life Insurance, Long Term Care, Estate Planning, Retirement Planning and Tax Planning Strategies.
In 2015, John was awarded his broker-dealer's National Leaders Corp award for sales production based on the benefits he provided his clients in 2014.
John is very involved in his Church and Christian Based Bible Studies. He also enjoys the outdoors with his wife and two boys.
CFP® and CERTIFIED FINANCIAL PLANNER ™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
California Insurance License #: 4102566