John  Bubello,  CFP<sup>&reg;</sup> - Financial Advisor

John Bubello, CFP®

CRPS®

Compass Retirement, LLC

10 Colonial Ln
Old Saybrook, CT 06475-4413
FINANCIAL ADVISOR'S WEBSITE
(860) 661-3821 CONNECT WITH John
  • linkedin link
  • youtube link

General

John Bubello is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Compass Retirement, LLC in Old Saybrook, CT and the surrounding communities.

Financial Advisor Experience

Hi, I’m John Bubello and I specialize in Retirement Income Planning and Investment Management. I work with clients who are serious about their retirement. If you’re within ten years of your retirement, have at least one million dollars in assets, and you want answers about where you stand now and a plan to get you where you want to go in the future through proven processes and personalized advice then we should talk about working together. Please visit my website https://johnbubello.com/, read my Retirement Income Blog, sign up for my Retirement Income Insights emails, and when you’re ready to take your retirement seriously schedule your free introductory call.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPS - Chartered Retirement Plan Specialist

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Real Estate, Retirement, Life Planning, Long-term Care, Tangible Assets, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources