John A. Gisolfi, MS, CFP®, RFC, is both a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL , and a Registered Financial Consultant. He operates as the Registered Principal and Manager of the Bangor, Pennsylvania branch office of Raymond James Financial Services, Inc. John's primary responsibilities include supervisory oversight in addition to maintaining private client counsel. John gained his undergraduate education in both Business Administration and Psychology at Muhlenberg College (Allentown, PA). He also earned a Master of Science degree with a concentration in Financial Management from the National Endowment for Financial Education's (NEFE) College for Financial Planning. John joined Raymond James in August of 1993. John has 25+ years of experience providing comprehensive, fee-based financial advisory services to his clientele.
In addition to being a Series 24 General Securities Principal, John holds the following securities licensing: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Registered Investment Advisor Representative through Raymond James Financial Services, Inc. member FINRA/SIPC), and Series 51 (Municipal Fund Securities Limited Principal). He also holds a Pennsylvania Insurance Commission Series 10-90 (Life/Health/Accident) insurance license.
John has served as past President and Board Member for the International Association for Financial Planning (IAFP)'s Lehigh Valley Chapter (now better known as the Financial Planning Association). For 10 years, John served as an Adjunct Faculty Member to Moravian College's (Bethlehem, PA) Division of Continuing and Graduate Studies where he provided accredited instruction in "The Fundamentals of Investment Management" to aspiring CFP® candidates. Successful completion of the College’s 5 course curriculum earned a student eligibility to sit for the 10-hour comprehensive Certified Financial Planner™ licensing examination.
John and his wife Terri will soon celebrate 30 years of marriage. Throughout that time, Terri has been an independent, Certified Personal Trainer developing recreational exercise programs for area senior residents in affiliation with the Lehigh County Area Agency on Aging. Together, they have two children, Nicholas and Emily. Nick is a 2013 graduate of Johns Hopkins University (Baltimore, MD) where he majored in both Biomedical and Computer Engineering. Recently he earned his Masters degree at Carnegie Mellon University’s School of Computer Science, Robotics Institute (Pittsburgh, PA). Today, Nick is a doctoral candidate in the same Robotics Institute where his educational focus is in Machine Learning. Emily is a senior at Georgetown University (Washington, DC) where she is an economics major and business minor. She has been both an outstanding student-athlete playing Division 1 volleyball and earning nomination as a Capital One Academic All-American. Emily has held summer internships at both the Washington DC headquarters of the Securities and Exchange Commission (SEC) in their College Honors Program, and most recently in the Private Wealth Management Division at Morgan Stanley, in Manhattan, NY. Emily has received early acceptance in Georgetown University’s School of Law.