John Moravek has been in the financial services industry since 2003, and with GCG Wealth Management since 2008. He believes, "with the volatility of the financial markets and the state of the Social Security program, it is more important than ever for anyone who ever wants to retire to be working with a holistic, independent financial advisor. An independent advisor can help you receive the unbiased financial advice you deserve." John is cognizant that most people concentrate on only half of the challenge of financial independence the accumulation phase of getting to “retirement.” He helps his clients understand that their income during retirement and making sure it's sustainable is just as important, if not more. "When it comes to retirement income, you must have three boxes checked: the risk associated with that income is minimized or even eliminated, the income is guaranteed to last for a lifetime*, and it must be able to keep up with, or even beat, any inflation. John wants his clients to have a strategy in place designed to help provide them with a sense of confidence and reassurance.”
Born in Sterling Heights, Michigan, John graduated from the University of Notre Dame and moved to Charlotte in 2007. John and his wife, Angie, live in Charlotte with their beautiful daughter, Caroline. John is an active member with and has served in leadership positions with the Providence Business Partners, the Board of Directors of the Notre Dame Club of Charlotte, and F3. John also served as the 2011 Co-Chair for the Second String Santa charity organization. He is also an active member of the Financial Planning Association and the Million Dollar Round Table, a financial services organization whose membership consists of the top 1% of financial professionals in the world.
John holds the Life, Health, and Long-Term Care insurance licenses, as well as FINRA Series 7, 6, 63, and 65 Registrations. 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.