John Spoto
CFP®, MBA
Sentry Financial Planning, LLC
President, CEO
John Spoto
CFP®, MBA
Sentry Financial Planning, LLC
President, CEO
We work for you, not the financial institutions. We don’t sell financial or insurance products of any kind, nor do we accept or pay commissions or referral fees. We uphold a legal duty to put your interests first. - John Spoto, CFP®, MBA
Meet John Spoto
John Spoto is a Fee Only Financial planner with office locations in Andover and Danvers, MA. Prior to establishing his firm, John spent over 16 years running his own finance and equipment leasing company, providing financing solutions to medium sized companies.
Early in his career, he was balancing the demands of running a growing business and managing his own family's finances. Even with a background in finance, and access to high-priced professional advisors, his personal finances didn't get the attention they deserved. With no one to help coordinate the efforts of these specialists, he often received fragmented and contradictory advice. He believes that most people face these same challenges.
His goal in establishing Sentry Financial Planning is to simplify the challenges of managing his clients’ personal finances and to provide them with straightforward recommendations and assistance in implementing them.
He is a member of the Garrett Planning Network and the National Association of Personal Financial Advisors.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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John Spoto is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact John Spoto
Office Locations:
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2 Elm Square
Suite 320
Andover, MA 01810 -
150A Andover Street
Suite 1
Danvers, MA 01923
