Financial Advisor John Pallo

John Pallo

Intelligent Financial Thinking

Check John Pallo's Background Here:

Independent Financial Advisor

About John



INTRODUCTION

John Pallo is a financial advisor with Creative Capital Group at Money Concepts in Louisville, Kentucky. John has been advising clients since 1989. As part of Creative Capital Group, John is among a team of advisors that offers clients full-service wealth management including retirement planning, asset management and protection, cash flow management, insurance and investment management.

HISTORY

John was born and raised in Louisville, and he graduated from Eastern Kentucky University in 1989 with a Bachelor’s degree in Business Administration with a major in insurance. John began his career working in long-term care insurance and annuities. After a spending a few years focused on those areas, John realized he could better serve his clients by offering them financial planning services as well. He came on board with Money Concepts, an independent broker dealer, in 2003.

As an independent advisor, John is not restricted to offer his clients any one set of products. Rather, he is able to choose from thousands of nonproprietary offerings. John looks at a client’s portfolio and plans a strategy that strives to enhance it in terms of concepts rather than any particular product. He looks at big-picture concepts and then selects those products which are the best fit. John works to always be on top of the current economic climate globally and plans for how it will affect his clients’ portfolios.  He approaches his financial planning in a manner that is detail-oriented and consistent and strives to manage for downside protection.

LICENSES HELD

  • Series 6- Investment Company Products/Variable Contracts Representative Examination
  • Series 63- Uniform Securities Agent State Law Examination
  • Series 65- Uniform Investment Advisor Law Examination
  • Securities Licensed in KY, IN, WA
  • Variable Life & Health Licensed in KY, IN

ACTIVITIES AND INTERESTS

In his spare time, John likes to play tennis and pursue other outdoor activities. He also enjoys spending time with his family and his dog Stella. John has a passion for animals and is a long-time supporter of the Kentucky Humane Society.


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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 Pallo is an independent contractor of Money Concepts
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