Colucci Group
John Colucci
Independent Financial Advisor
John Colucci is an acclaimed financial advisor with over a decade of wealth management experience.
Raised by an accountant father and art teacher mother, John brings a unique perspective on both life and financial planning. His philosophy? Do good things and learn a thing or two along the way.
When John works with clients, he strives to provide clarity and transparency that demystifies the financial world. He prides himself on being able to simplify situations while helping clients find a clear path toward success.
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As a Chartered Retirement Planning Counselor, John assists clients in crafting forward-looking plans designed to make dreams, a reality. John also utilizes sophisticated risk mitigation strategies. As a licensed insurance agent, he provides security to clients while generating opportunities for further savings and investment growth.
Before joining Alden, John began his career in 2007 at Merrill Lynch’s Park Avenue office. Graduating with honors from Merrill Lynch’s financial advisor training program, John built a successful practice for which his efforts were recognized by Forbes as a Top Next Generation Financial Advisor.
In 2018, John left the corporate world and started his private advisory practice empowered by Alden, aligning with the firm’s principles of asset management and investing for the future.
During this time, John has taken the opportunity to expand client service offerings while deepening relationships through comprehensive, fully customized client portfolios, created with financial plans and goals in mind. John’s clients consist of families, individuals, family offices, businesses, and corporate retirement plans spread throughout the United States.
He is a Certified K Plan Professional, a Chartered Retirement Planning Counselor, and holds Series 7 and 66 licenses. He has a B.S. in Business Administration with dual concentrations in Accounting and Finance from Fordham University.
John currently resides in New York with his wife and their children.
The Colucci Group delivers a customized, consistent experience to assist clients not only in wealth accumulation and preservation but in areas that go beyond traditional investment management.
The Colucci Group is based in New York City and serves clients throughout the tri-state area. In addition, the group serves clients nationwide, including Los Angeles, Chicago, Washington DC, Miami, and Philadelphia.
The Colucci Group is headed by John Colucci, a Forbes Magazine top Next Generation Financial Advisor. Prior to becoming an independent advisor, John spent 11 years working in wealth management at Merrill Lynch. John wanted to do more for clients, so he left the corporate world and relocated his financial advisory practice to Alden.
As an independent financial advisor, John’s mission is to help clients meet their financial goals. This is done through a customized approach that he tailors to each individual’s unique qualities. At Alden, John has the ability to hold assets at Charles Schwab directly, Fidelity, and Raymond James or, if preferred, can work with a client’s existing account custodian. Alden empowers John and his team to act as a boutique, independent, fiduciary to clients while providing the stability of major fortune 500 custodians and asset management solutions.
Philosophy
The Colucci Group’s methods are based on the conviction that a human element underlies all financial matters. Markets change, trends shift, and rates move, but people and their concerns are always present. Each person, no matter his or her profession or wealth, creates an individual economy. Collectively, seven billion micro-economies create the global macro economy. These human economies, just like their global counterparts, need attention and guidance to prosper. Present in each micro-economy are goals, concerns, objectives, wants, needs, assets, income, and liabilities. These are made up of an individual’s economic footprint. The Colucci Group’s role is to help keep those footprints in line, on the path to success and furthered independence.
How We Do It
The world of finance is complex, with many terms, conditions, requirements, options, and methods. The Colucci Group at Alden seeks to provide clarity and purpose in a noisy and confusing environment. Too often, individuals, families, and institutions complicate their paths to success and independence by focusing on lesser priorities or distractions. We serve as a dedicated personal financial officer, working with clients to craft and monitor detailed financial life plans, keeping priorities in sight and allowing for transparent assessments of progress.
The Best of Both Worlds
Alden evaluates carefully the firms at which it recommends clients hold their assets. This allows Alden to act as a boutique, independent, fiduciary to our clients while providing the stability of a major fortune 500 institution. As an independent firm, we are not limited to the offerings of one particular company, but have the flexibility to consider all options from all providers for our clients. We are approved at and utilize the services of major custodians such as Raymond James and Charles Schwab because we believe they offer robust platforms for clients to secure their assets. We look for custodians with client-centered models, strong technology, responsible firm leadership, and strong balance sheets. These attributes give us the flexibility and stability we desire for our clients.
