John Mendes

Credentials:
  • CFP®
  • CASL®
  • LUTCF®

Focus: Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Military, Special Care, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

Languages: English

John A. Mendes started his financial planning career in 1998 and is
currently a Senior Partner with Creative Financial Strategies. John
attended Monmouth University earning a Degree in Business along
with a Minor in Psychology.
John, and his team, focus on helping Individuals, Families,
Professionals, Executives, and Business Owners by getting to know
you and your family at a deeper level. Understanding your financial
goals, priorities, and concerns enables us to work with you to craft a
strategy that will meet all your needs. They strive to educate their
clients to help them make informed decisions. John’s Client-First
approach creates objective analysis and advice which helps you gain
clarity and plan around what is most important to you. The number
one priority is to have a positive impact on the lives of everyone he
meets.
John is a frequent speaker on Financial Education, conducting
seminars and workshops at local adult schools, colleges, and
corporations throughout New Jersey. John is an advocate for
Financial Literacy, and through educating the public he helps people
understand and address their financial concerns and responsibilities.
John has continually furthered his education earning the CERTIFIED
FINANCIAL PLANNER™ designation along with becoming a
Chartered Advisor for Senior Living(CASL) and a Life Underwriting
Training Council Fellow(LUTCF). Throughout his career John has
also achieved Million Dollar Round Table status, along with many
company honors for excellence in Financial Planning and Wealth
Management.
John currently resides in Farmingdale, NJ with his wife Krista, son
Aiden, and daughter Mia. John enjoys playing golf and other outdoor
activities and most importantly, spending quality time with his family.

Education

John attended Monmouth University earning a Degree in Business along with a Minor in Psychology

Hobbies

John enjoys playing golf and other outdoor activities and most importantly, spending quality time with his family

See John’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

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Creative Financial Strategies - Campus Parkway

Satellite Office

1305 Campus Parkway Suite 100
Wall Township, NJ 07753-6819

CRN202208-269457