John Moravek, CFP™
“The primary focus of my practice is giving my clients financial confidence. We take the time to put together a full financial plan, so my clients know exactly what needs to be done to accomplish each goal. This gives them a much higher level of financial predictability and utmost confidence that their money will do for them what they want it to do.”
John Moravek has been in financial services since 2003 and an advisor since 2008. As a Certified Financial Planner™, he acts as a fiduciary to his clients and provides holistic financial plans that cover every area of his clients’ financial life.
“As a fiduciary, it is imperative for me to have the backing of an independent firm in order to objectively fulfill that roll for my clients. GCG Wealth Management is solely focused on providing the best financial strategies for their clients, not appeasing a larger company. With their support, I can be the fiduciary advisor my clients deserve. Not working with an independent, fiduciary advisor could be a disservice.”
With a focus on financial planning, John’s goal is to know his clients on a much deeper level. He wants to not only understand their current situation and future goals, but also their values, their relationship with money, and some of the financial decisions in the past that have affected their current mindset.
“Financial planning is a process, not a procedure. I don’t meet with my clients and push products. I take the time to get to know them, their aspirations, their fears, and their biases, so we can find the best strategies to help them get to where they want to go.”
Born just outside of Detroit, Michigan, John is a proud graduate of the University of Notre Dame and has lived in Charlotte since 2007. John and his wife, Angie, live in south Charlotte with their beautiful daughter, Caroline. John is an active member with and has served in leadership positions with the Providence Business Partners, the Notre Dame Club of Charlotte, and F3. He is also a member of the Million Dollar Round Table, a financial services organization whose membership consists of financial professionals across the world. In his spare time, John enjoys date nights with his wife, golfing, running, and cheering on the Notre Dame football team.
John holds the Life, Health, and Long-Term Care insurance licenses; FINRA Series 7, 6, 63, and 65 Registrations; as well as the Certified Financial Planner™ designation. John Moravek is a financial advisor and investment advisor representative of Woodbury Financial Services, Inc.
*All Guarantees are based on the financial strength and claims-paying ability of the issuing insurance company.
Qualifying membership in the Million Dollar Round Table (MDRT) is based on minimum sales production requirements and gross business generated within a year. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.