John Cortale is a Wealth Advisor at LPL Financial and the Managing Director of Monumental Financial Planning. For over 20 years, he has been providing comprehensive investment solutions and personally tailored advice to families and individuals. John is passionate about the work that he does and has devoted his life to helping families define and work towards achieving financial success. As a wealth advisor, he firmly believes financial success can only be pursued through personal, comprehensive planning. John’s team has developed a planning methodology that has been coined the Complete Confidence Retirement Plan– a 4-step process that includes determining your retirement goals, performing a retirement stress test, defining your retirement income, and establishing strategies for your legacy.
With over 2 decades of experience as a financial advisor, John has gained critical knowledge that has helped prepare him to tackle the most complex of financial situations. He has gained extensive knowledge and experience in a variety of corporate management and associate benefits packages with specific experience in the Verizon Executive LTI Stock Plans, Verizon Executive Deferral Plans, and Verizon Pension Plans. John also has a great deal of experience on the power of harnessing social security. By delving deep into comprehensive financial planning and focusing on risk management, John has been able to pursue his goal of maximizing clients’ understanding of the market.
John’s career started with UBS Wealth Management where he quickly moved into a senior role as First Vice President of Investments. Soon thereafter, John joined Morgan Stanley as Senior Vice President of Investments. He has been a member of the President’s Club at both UBS & Morgan Stanley, which represents the top 5% of advisors in the firms. LPL Financial nominated John to the firm’s prestigious Chairman’s Club, awarded to outstanding performers based on an annual production of all registered advisors supported by LPL. He is also proud to have been named 2016 Barron’s Top Independent Advisor. LPL Financial has been instrumental in his success by allowing him to further strengthen, elevate, and enhance the financial services he provides to guide his clients towards their investment goals.
John was born and raised in Long Island, New York and currently resides in Bethesda, MD with his wife, Sue and daughter, Chloe. He graduated from the University of Maryland with a dual degree in Finance and Accounting. In 2013, he received the John H. Sykes community service award for his leadership in the community. John is an avid golfer who also enjoys traveling and experiencing different cultures and cuisines. Most importantly, John appreciates spending quality time with his close-knit family and group of friends.