NetVEST Financial LLC is owned and operated by founder John M. Cartolano. A veteran in the financial services industry, John has been providing tax-advantaged investment, financial, retirement, & estate planning strategies and services for over 20 years. Differentiating him from his peers is his holistic wealth management strategy in which Financial, Legal, and Tax planning are united under one roof to create one of the most comprehensive planning approach for a client's portfolio and estate. John is affiliated with LPL Financial, the largest independent broker/dealer in the country*. He holds multiple securities registrations with LPL Financial, and is licensed in over 30 states. He is a member of the National Association of Investment Professionals, and has been awarded numerous service honors and recognitions. He enjoys educating the public on trusts and estate planning, and does so monthly through his "Trusts and Beyond" Estate Planning seminars. Mr. Cartolano holds his clients in the utmost regard and has been honored on numerous occasions by Barron's® at their Phoenix Winner's Circle Conference for being one of the nation's top independent financial advisors**.
*As reported in Financial Planning Magazine, June 1996-2018, based on total revenues.
**Factors included in the rankings: assets under management, revenue produced for the firm, client satisfaction, regulatory record and philanthropic work. Years: 2009, 2012, 2014, 2016.
John’s registrations include Series 6, 7, 24, 63, & 66 held through LPL Financial.