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John M. Piershale, CFP®, AEP®

John has over 20 years experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Tax Specialist. He is an Accredited Estate Planner® which is awarded by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. John is also a Certified Tax Specialist™.


John has been interviewed by the WallStreet Journal, CNBC, USA Today and other media companies.  


John is also a Platinum Corporate sponsor for Books Across America.  He graduated from Illinois State University, receiving his degree in Economics and Business.

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John is a member of the National Association of Personal Financial Advisors (NAPFA).   Working with a NAPFA-affiliated Financial Advisor means putting you first. NAPFA-Registered Financial Advisors are fiduciaries at all times. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors.  They are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. Their only purpose is to look out for their clients’ overall financial well-being. 

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