John M. Egan, CFP®
CERTIFIED FINANCIAL PLANNER professional™
800.919.5010 ext. 323
John M. Egan, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional, and President of J.M. Egan Wealth Advisors, LLC. John founded J.M. Egan Wealth Advisors, LLC more than twenty five years ago to provide comprehensive financial and wealth planning for individuals and families. Today, with John’s leadership, J.M. Egan proudly serves over 300 families in 15 states. John holds various security licenses, a life/health insurance license and is a Registered Investment Advisor Representative.
John was raised in West Orange, New Jersey and attended Seton Hall Preparatory School. He earned his BA in Business Administration from Saint Michael’s College in Winooski, Vermont in 1983. John is a member of many professional organizations including the Financial Planning Association and Society of Financial Service Professionals.
John is involved in the community in many ways. He is past President of the Madison Chamber of Commerce, and a member of the Madison Historic Preservation Commission. Currently John serves on the Morristown-Beard School Board of Trustees and the Business Advisory Board of Hilltop Community Bank of Summit, New Jersey. John remains involved in numerous charitable organizations.
John lives in Madison, New Jersey with his wife, Sue. Their son, Brian, graduated from Fairfield University and now lives and works in New York City. Their daughter, Kelsey, recently graduated from Elon University and also lives and works in New York. John’s interests include spending time with his family, tennis, boating, skiing, relaxing at the Jersey Shore, and renovating his historic home.