Financial Advisor John Hathaway

John Hathaway - RFC® CFS®

Less Stress More Enjoyment
Check John Hathaway's Background Here:

Independent Financial Advisor

About John



My Profile

John Hathaway, CFS joined Money Concepts as a financial advisor in 2003 and earned his Certified Fund Specialist designation in 2005 and his RFC in 2013. Over the last decade, he has helped individuals and families with financial planning and investment management, and has hosted educational seminars in his local community covering personal finance, job transitions, saving for college, and planning for retirement. John has been identified as a Five-Star Wealth Manager for exceptional service and overall client satisfaction in the areas of integrity, value, and quality.

My History

I decided to enter the wealth management and financial planning field after many frustrating years with my employer. While the job security and steady income was important for my family, I did not have the greater sense of feeling that I was making a difference. My wife, Melanie, was employed with a non-profit agency at the time and came home every day feeling good about her purpose and community impact.

After carefully reflecting on my life and several discussions with friends and family, I chose to turn my attention to something where I can really change the quality of life. I have always had a gift to listen and offer genuine guidance. Those gifts coupled with my passion for numbers, research, degrees in finance and economics, and sincerely wanting to help, led me to financial planning.

Today, I enjoy a life filled with meeting people and working with them to determine the best approach for them to accomplish their life's dream. I sincerely believe that everyone deserves sound financial planning and I appreciate being able to make a difference. We all have gifts to share and if I am given an opportunity to help someone in an area that I am passionate and knowledgeable about, I will be there for them.

My office and team are now located in my hometown of Colchester, Connecticut, where I really feel that I am a part of my community and look forward to helping many more individuals and families take pleasure in a fulfilled life.

Achievements

Licenses Held

  • FINRA Series 7: This allows me to assist you with any general securities investments you may be considering.
  • FINRA Series 66: I have passed this exam, which qualifies me to provide investment advisory services as a representative of Money Concepts.
  • Variable Life & Health licensed in the States of Connecticut and Massachusetts.

Achievements and Experience

  • Degrees in Finance and Economics.
  • 14 years in corporate setting with management positions in finance, accounting, project management, customer service, and quality improvement.
  • Independent Advisor of Money Concepts since 2003.
  • Certified Fund Specialist since 2005.
  • RFC since 2013
  • Named Five-Star Wealth Manager in 2011, 2012, 2013, and 2014.
  • Serves over 280 households totaling over $84 million in assets under management

Interests and Activities

I'm married to Melanie and we have two sons, Chase and Wilson, and a daughter, Caroline. I'm active in my church and local schools, educating youth and families on finances and charitable giving.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

John Hathaway is an independent contractor of Money Concepts

note: Hathaway Financial Group is an independent firm and not affiliated with Money Concepts

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