John G. Palguta, CPA, CFP®

Senior Wealth Advisor & Team Leader, Managing Director

Experience

  • 35+ years in financial services

Highlights

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Treasurer for Team America
  • Secretary for The Brees Dream Foundation
  • Assistant Secretary/Trustee for the Peyback Foundation

Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ professional

 

Work Experience

  • Joined MAI in 1984 after two years of public accounting experience
  • Experience includes providing income tax planning and compliance, investments, insurance, estate planning, and financial planning for professional athletes, coaches, and retired athletes
  • Barron’s Top Advisor by State in 20211

 

Life Outside of MAI 

  • Serves as Secretary for The Brees Dream Foundation
  • Assistant Secretary/Trustee for the Peyback Foundation
  • Enjoys traveling and spending time with family

 

Education

  • John Carroll University, BBA in Accounting

CONNECT WITH US.