Broker Check
J.R. Gurrieri, CFP®, RICP®, WMCP®, MBA

J.R. Gurrieri, CFP®, RICP®, WMCP®, MBA

J.R. utilizes a unique approach and methodology called Financial Life Planning. Life Planning connects the dots between our financial realities and the lives we long to live. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.