John Donofrio, CLU, ChFC, CFBS

As a seasoned financial planner, John provides tailored financial guidance and investment management strategies to successful individuals, families, small business owners, and nonprofit organizations locally in the Lehigh Valley and Greater Philadelphia area for over 15 years. John’s ultimate mission is to empower you to be more confident now in making important financial decisions while enabling you to transfer wealth to future generations.

John has dedicated his career to navigating complex financial and investment decisions to help improve their lives and the lives of the ones they love. He believes it is his responsibility to be aware of the changes in your life, so he can anticipate and respond strategically to new risks and emerging opportunities. The result is a coordinated financial and investment plan, updated regularly, that concentrates on meeting your particular wealth management goals today and for the generations that follow.

John graduated from Moravian College in 2006, where he studied Economics and Psychology, and shortly after, he began his career at MassMutual Eastern PA*. John stayed in Bethlehem, PA after graduation and currently resides there with his wife and son. Outside of work, John enjoys staying active by coaching his son’s little league team and playing golf at Northampton Country Club with his family and friends. 

* MassMutual refers to Massachusetts Matual life Insurnace Company (Springfield, MA 01111-0001)

* Phone is voice only