John Cerilli was born and raised in Rhode Island. He attended Barrington public schools, Providence Country Day School, and Gettysburg College, where he earned an Economics degree with a Business minor.
After working in New York City for J. P. Morgan, John returned to Rhode Island, started a solo practice at Merrill Lynch, and then joined the Sardelli Group, adding an extra layer of support to the team. He enjoys working with clients of all ages. "While many advisors decline to service individuals whose assets do not meet certain thresholds, I take a different approach. If a person has financial questions to be answered, and requires solutions to be found, that person deserves attention. I encourage the conversation. After all, it's what I am here for as a financial advisor.
“As a financial advisor, it is my fiduciary duty to help make sure that every financial decision is in the best interest of my client; while also helping to pursue his or her financial goals.” Sardelli and Hutchinson Wealth Management strives to accomplish this through strong client relationships. "The most efficient way to build a sound client relationship is through prudent and careful financial planning. As we guide the client through the formal planning process, we discuss and uncover important financial, personal, and aspirational needs." John stresses that financial planning becomes especially crucial as a person approaches key moments in life such as having a child, getting married, buying a house, making a career change, and most importantly, approaching retirement.
“Apart from formal financial planning, I am always happy to offer advice and guidance tailored to any questions clients might have. I understand that clients may not know the ins and outs of financial products and planning; and I’m ready to help. In the end, having a conversation, answering any questions, and helping a client choose a suitable path forward is the reason I became a financial advisor.”
John takes pride in earning his Certified Retirement Planning Counselor (CRPC®) designation, a tool he uses to provide clients with knowledgeable and reliable service.
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