John Owsiak

As a Financial Advisor Professional at Equitable Advisors LLC and Intuitive Planning Group, John specializes in helping individuals and small businesses form a comprehensive plan for their financial future. John believes that identifying goals and formulating a financial plan are crucial, and monitoring these goals and the strategies in place to pursue these goals are equally significant. John stays on top of his clients’ needs as they evolve over time, providing follow-up and feedback, support and guidance. By understanding and integrating the many components of their lives, John helps his clients pursue their financial goals.

Joining the financial services industry directly out of college in 2004, John holds his Series 7 and Series 66 licenses as well as his Life and Health insurance licenses. He believes that his experiences with not for profit plans as well as defined benefit pension plans have molded his career so far.  Although John enjoys all aspects of financial planning, his main focuses are retirement planning and generational investing for his clients.  John lives with his wife Christina and two sons, Lucky and Bodie in Dresher Pa.  John is an avid snowmobiler and guitar player.  He enjoys his time off with his family in the Poconos, Jersey Shore and Adirondacks.  He is a  Partner and co-founder of IPG(Intuitive Planning Group).