John Castelot believes that independence means understanding that each client’s needs are unique, and that not every client’s goals can be achieved with a single provider of financial products. The desire to offer personalized advice and a wide range of services and financial product offerings is a shared value of Northeast Planning Associates, Inc. and LPL Financial. This means John can concentrate his efforts on the aspects of financial planning that can be of the most value to his clients.
With more than 25 years of experience in the financial services industry, John has dedicated his career to serving the individual needs and goals of his clients. As an independent advisor with LPL Financial and Northeast Planning Associates, he puts his clients’ needs first. He enjoys the opportunity he has to build long-lasting relationships with so many families and help them pursue their retirement dreams.
John holds FINRA Series 7, 24, and 65 securities registrations through LPL Financial. Holding the Master Registered Financial Consultant (MRFC®) designation, he is required to meet high standards of education, experience, and integrity, and adhere to a strict IARFC Code of Ethics.
Outside the office John cherishes his life as a husband, father, and grandfather. Aware of the many gifts he has received from the communities with which he works, giving back and reinvesting in those communities is a priority for him and his team.