John Osorio

John Osorio

Certified Financial Planner

John Osorio majored in Statistics at St. John's University located in Jamaica, New York. John continued his education at Pace University where he completed his Masters in Finance. He acquired further professional designation with the Institute of Certified Financial Planners in 1993.

John has his Series 7, Series 24, Series 63 securities registrations as well as Life, Accident and Disability insurance licenses. With over 30 years of experience in the financial services industry, John specializes in income tax planning, retirement planning, estate planning, and insurance planning.