About John
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 theirclients 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 forFinancial 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 aChartered Advisor for Senior Living(CASL) and a Life UnderwritingTraining 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 WealthManagement.John currently resides in Farmingdale, NJ with his wife Krista, sonAiden, and daughter Mia. John enjoys playing golf and other outdoor activities and most importantly, spending quality time with his family.
Areas of focus
Credentials & background
Designations
Education
Monmouth University
Clients served
The firm
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1305 Campus Parkway Suite 100, Wall Township, NJ 07753-6819$2.5B assets under management