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