John Morton, CFP^®, CFA^®

Designations and licenses

John is a CERTIFIED FINANCIAL PLANNER® professional. He also holds the Chartered Financial Analyst® designation.

Experience and education

John provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, John was a senior wealth manager at Boardwalk Financial Strategies, LLC, providing comprehensive financial advice and managing portfolios for high-net worth individuals and families. Before that, he was a financial planner at Balasa Dinverno Foltz, LLC.

John holds a bachelor’s degree in finance from Carthage College.

Personal interests

Away from the office, John enjoys traveling, gardening, painting and spending time outdoors. He is active in the local community through various non-profit organizations and resides in Milwaukee with his wife, two children and their dogs.

John’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.