John Carbonara, the Owner of NXT Phase Financial Services, brings over three decades of experience in the financial advisory sector, specializing in comprehensive retirement planning and asset management. Since 1991, he has dedicated his career to empowering clients through informed decision-making in areas such as...
John Carbonara, the Owner of NXT Phase Financial Services, brings over three decades of experience in the financial advisory sector, specializing in comprehensive retirement planning and asset management. Since 1991, he has dedicated his career to empowering clients through informed decision-making in areas such as 403(b) and 401(k) asset management, retirement accumulation, distribution planning, college planning, and insurance protection. His mission is clear: to guide clients toward a secure financial future through education and open communication.
At NXT Phase Financial Services, John leads a team that offers a wide range of investment and insurance products, ensuring that each client receives tailored financial solutions that align with their unique goals. His expertise in fee-based asset management and financial planning allows him to craft personalized strategies that address both immediate financial needs and long-term aspirations. John's commitment to ongoing education ensures that clients are well-informed about their options, enabling them to make confident choices regarding their financial portfolios.
As a Certified Financial Planner (CFP®), John is adept at navigating the complexities of the financial landscape, utilizing his skills in retirement planning, investments, and securities to provide comprehensive advisory services. His approach emphasizes the importance of a holistic view of financial health, integrating various aspects of financial services to create a cohesive plan. By fostering strong relationships built on trust and transparency, John Carbonara continues to be a trusted partner for individuals and families seeking to secure their financial futures.
