John Neri, CFP®, AIF®
Financial Advisor
P: 971-339-2261 | F: 503-477-6174
John was first drawn to finance at an early age due to his father’s passion for investing. In 2008 this backfired when his family experienced a huge financial burden due to the housing crisis. John wanted to ensure that this never happened to him again, so he decided to take a deeper dive into the world of finance and with these experiences, found himself a natural in the world of financial planning.
John aligned himself with Finity Group during his junior year at Oregon State University as an intern. After completing his licensure by obtaining the Series 7 & 66 and earning his Life & Health Producers license that summer, he became immersed in Finity’s culture and knew this would be the place to launch his practice.
John earned a Bachelor’s of Science in Finance at Oregon State University. While at Oregon State, John was a member of the Finance Club and the Consumer Goods Sector Leader with the Oregon State Investment Group. John accredits much of his success within college to Sigma Phi Epsilon where he was active within his fraternity and within the community. John continues to stay involved within his fraternity as an active member on the Oregon Alpha Alumni Board where he helps shape and mentor current undergrads.
John has continued his education in the industry by becoming a CERTIFIED FINANCIAL PLANNER™ professional and also earning the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies which certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
John recognizes that when it comes to financial planning, it often is too easy to get caught up in life and to ignore red flags in your plan. It also can feel like you don’t know how to fix the problem, nor who to turn to. Understanding this, John is a major proponent of education first when meeting with clients and wants them to understand all angles of a given recommendation to make the best decision for themselves and their families. This has paid dividends as John was recently recognized as one of the Top 50 Financial Advisors of Dallas for 2022 by Finance & Investing.
John spends much of his free time fueling his Pickleball addiction. Currently he plays Semi-Professionally and is climbing the ladder towards playing Professionally. He also makes it a point to give back to the community by educating undergraduates at local universities the basics of financial planning to give them the tools they need to succeed to make sound financial decisions today and later in life.
John and his Fiancé Natalie currently live in Dallas TX.
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