John Mendes, CFP®, CASL®, LUTCF®
CERTIFIED FINANCIAL PLANNER™ professional, Investment Adviser Representative
John A. Mendes started his financial planning career in 1998 and is currently a Senior Partner with Creative Financial Strategies. John attended Monmouth University earning a Degree in Business along with a Minor in Psychology.
John, and his team, focus on helping Individuals, Families, Professionals, Executives, and Business Owners by getting to know you and your family on a deeper level. Understanding your financial goals, priorities, and concerns enables them to work with you to craft a strategy that will meet all your needs. They strive to educate their clients to help them make informed decisions. John’s Client-First approach creates objective analysis and advice which helps you gain clarity and plan around what is most important to you. The number one priority is to have a positive impact on the lives of everyone he meets.
John is a frequent speaker on Financial Education, conducting seminars and workshops at local adult schools, colleges, and corporations throughout New Jersey. John is an advocate for Financial Literacy, and through educating the public he helps people understand and address their financial concerns and responsibilities. John has continually furthered his education earning the CERTIFIED FINANCIAL PLANNER™ designation along with becoming a Chartered Advisor for Senior Living(CASL®) and a Life Underwriting Training Council Fellow(LUTCF®). Throughout his career John has also achieved many company honors for excellence in Financial Planning and Wealth Management.
John currently resides in Farmingdale, NJ with his wife Krista, son Aiden, and daughter Mia. John enjoys playing golf and other outdoor activities and most importantly, spending quality time with his family