John Spatola

Planning is much more than just investing. While many people understand this, most don't know how to plan effectively. I take great pleasure in educating clients and empowering them to maximize their current and future scenarios. Working with clients who recognize they need help and are willing to collaborate on a well-designed financial plan is deeply rewarding.

I transitioned into financial advising after finding my previous career in retail management unfulfilling. The opportunity to positively impact the financial well-being of families and business owners was too enticing to pass up. I believed, and still do, that this career would provide me with a sense of accomplishment. Before joining Freedom Capital Management, I worked at various financial institutions, helping clients better understand pension funds and optimize income strategies.

Growing up in and working with several successful family-owned businesses gave me firsthand experience with the unique challenges and rewards that business owners face. I understand the intricacies of liquidity events, tax efficiency, and liability management, and I also have familiarity with special needs trusts.

Outside of my career, I enjoy staying active with my family. My wife Joanne and I have two children, and we live in Holmdel, New Jersey. My family motivates me every day to do better than the year before. I also play an active role in coaching youth baseball, which brings me immense joy and satisfaction.