John Podleski, CPA, CFP*

Senior Partner

John’s professional experience includes seven years in practice as a CPA followed by 13 years in corporate managerial positions at a local SEC registered company. Since 1999 John has been providing comprehensive financial planning.

Comprehensive financial planning provides education and information to clients to be able to make informed decisions. The objective is to determine my client’s short and long term financial goals and mutually determine what strategies can be used to accomplish these goals. Ongoing reviews allow revisions to be made to reflect changes in the economy and changes in their personal lives.

John and Lore have been married for 31 years and reside in Greece. Their daughter Sarah is a Marine Biologist and their son Brian is pursuing his Master’s Degree in Architecture.

John can be reached at (585)568-6914.