Offices:
Rhode Island:
935 Jefferson Blvd., Suite 2000, Warwick, RI 02886
Biography
John Gautreaux, ChFC®, has been an active part of the local and business community for over 30 years. He is proud to have built a diversified financial services practice, which begin in 2001. John provides Personalized Financial Services and Employee Benefits Solutions to business owners and their valued employees and families. As an independent professional, he works with most of the leading investment and insurance brands to provide access to the best resources in the industry. Gautreaux resides in South Kingstown and has two children, Adam and Emily.
In 2019, John opened up a new office in Wakefield, RI (along with his colleague Ryan Meyer).
Focus
ACCUMULATION / INVESTING
- Personalized Wealth Management
- Retirement Income Strategies
- Personal Financial Planning
- Education Funding
- Strategic Asset Allocation
PROTECTION NEEDS
- Life Insurance
- Disability Income
- Pension Protection
- Long Term Care Insurance
WEALTH PRESERVATION
- Estate Conservation
- Legacy Creation
- Charitable Giving
Charitable and Civic Organizations
- Former member of the board of directors for the Central Rhode Island Chamber of Commerce.
- Supports many local charitable organizations such as The Life is Good Foundation, The Salvation Army, Boys Town NE, and Newport Mental Health.
Accomplishments
- Holds the Chartered Financial Consultant Designation ChFC®. This accredited designation allows John to provide advanced financial planning for his clients.
- Multi-year former member of The Million Dollar Round Table, a premier industry association of financial professionals worldwide.
MDRT disclosure:
*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.