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.
Leveraging his experience servicing high-net-worth individuals and businesses across many disciplines of finance, John’s core services include investing, planning, insurance, and customized liquidity structuring. An avid follower of the stock market, he enjoys deploying his investment knowledge for clients, helping manage portfolios comprised of stocks, bonds, exchange-traded funds, and options.
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.