John A. Gisolfi, MS, CFP®, RFC, is both a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL and is 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 35+ 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.
For a perod of ten years, John has served as an Adjunct Faculty Member with Moravian University's (Bethlehem, PA) Department of Continuing and Graduate studies where he provided accredited instruction in "The Fundamentals of Investment Management" to aspiring CFP® candidates. Successful completion of the University’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 35 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, while more recently she spearheads mulitple health and wellness programs in chronic disease self-management as well. They have two children, Nicholas and Emily. Nick completed his PhD at Carnegie Mellon University's Robotics Institute (Pittsburgh, PA) with an education focus in Machine Learning. Today he is employed by the same Robotics Institute as a Project Scientist.
Emily earned her MBA from the University of Pennsylvania's Wharton School of Business (Philadelphia, PA) and is now a commercial business analyst working for Deloitte Consulting, LLC in their Chicago, IL offices where she specializes in global supply chain management.
