John D. Donofrio, CLU, CHFC, CFBS

John D. Donofrio, CLU, CHFC, CFBS I joined MassMutual Eastern Pennsylvania in 2006, after graduating from Moravian College in Bethlehem, PA, where I studied Economics and Psychology.

As part of the firm’s advisory team, I have a passion working directly with families and businesses, helping them address their overall financial planning needs. I am a big believer in continuing education, which is why I pursued the Chartered Life Underwriter, Chartered Financial Consultant, and Certified Family Business Specialist designations through the American College in Bryn Mawr, PA. As a

designee of the above, I have the knowledge and ability to help clients formulate a comprehensive financial game plan for themselves or their business, which may include but is not limited to the following:

Estate and Retirement Planning
Investment planning
Risk management and insurance planning strategies
(Life, Disability Income, Long Term Care)
Budgeting/Cash Flow
College Planning
Savings Strategies
Buy/Sell Analysis and Funding Strategies

I am involved in my community, serving on the Board of Directors for the Easton Area Community Center since 2007. In my spare time, I enjoy spending time with my family and playing golf with friends. I currently reside in Bethlehem with my wife and son. Licenses:
Life/Health insurance licensed in: PA, NJ, NY, MD
Securities licenses held: Series 6, 63, 7, and 65
Licensed to sell securities in: PA, NJ, NY, GA

I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). 220 Gibraltar Road, Suite 350, Horsham, PA 19044, Tel: (215) 441-8200. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.

Happy New Year! Best wishes for a prosperous year ahead.
01/01/2025

Happy New Year! Best wishes for a prosperous year ahead.

Happy Hanukkah! May you enjoy all the warmth and joy this season brings.
12/26/2024

Happy Hanukkah! May you enjoy all the warmth and joy this season brings.

Wishing you a peaceful and joyful Kwanzaa!
12/26/2024

Wishing you a peaceful and joyful Kwanzaa!

Merry Christmas! Best wishes for love, peace, and joy this season and always.
12/25/2024

Merry Christmas! Best wishes for love, peace, and joy this season and always.

Wishing you and yours a very happy Thanksgiving!
11/28/2024

Wishing you and yours a very happy Thanksgiving!

Happy Veterans Day! Today and every day, we salute the men and women who bravely served our country.
11/11/2024

Happy Veterans Day! Today and every day, we salute the men and women who bravely served our country.

Best wishes for a happy and bright Diwali!
11/01/2024

Best wishes for a happy and bright Diwali!

Happy Halloween! Hope everyone has a safe and fun night.
10/31/2024

Happy Halloween! Hope everyone has a safe and fun night.

Wishing all those observing Yom Kippur a meaningful fast.
10/10/2024

Wishing all those observing Yom Kippur a meaningful fast.

To all those celebrating Rosh Hashanah – Shana Tova!
10/01/2024

To all those celebrating Rosh Hashanah – Shana Tova!

Happy Labor Day! Hope everyone has a nice and relaxing weekend.
09/02/2024

Happy Labor Day! Hope everyone has a nice and relaxing weekend.

Address

3701 Corporate Parkway, Suite 320
Center Valley, PA
18034

Website

https://vistawealthsolutions.com/

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