John Geffert IV

John’s service is best suited for high income earners in their accumulation phase. He brings together his experience as a financial advisor and his self-pursued interest in taxes. As an advisor and IRS Enrolled Agent, John is very fluent in creative strategies for those in need of financial planning and tax considerations.

John’s attention to detail and ability to structure plans is likely tied to his background in the military. He is a former U.S. Army Deep Sea Diver who has spent 27 months in the Middle East on two separate deployments and has also performed multiple peacetime missions.

After eight years of service, John was honorably discharged. He proceeded to attain his B.S. in Business Economics and also become an IRS Enrolled Agent. His experience as an advisor has been with brokerage firm Edward Jones and currently as a Partner of Financial Independence Advisors.

John lives in Plymouth, MA with his wife, Kelly. They have a passion for rescuing animals with three pugs and two cats. He loves his work and is a constant student of the business. John also enjoys challenging physical endeavors as you can likely find him training for his next ultra-marathon in the early hours and on weekends.

Visit John’s blog, Deep In The Trenches, for in-depth planning insights.

RJFS does not provide tax advice. Tax advice is provided by South Shore Tax Planning, LLC.