John Homan, CFP®
Director
Private Client Group
Boston, MA
As a Director in the Private Client Group, John works with multi-generational families to develop and implement customized solutions across all aspects of their financial lives. He specializes in portfolio management, cash flow and liquidity management, and has a deep knowledge of tax, estate planning, and insurance strategies.
John is passionate about solving complex challenges and helping clients reach their short- and long-term objectives with clarity and confidence.
Experience
- 10+ years experience in advising ultra-high-net-worth families
- State Street, Client Services Associate
Education & Credentials
- B.S. in Business Administration, Saint Michael’s College
- CERTIFIED FINANCIAL PLANNER® (CFP)
Beyond SCS
John lives in Beverly, MA with his wife and newborn daughter.
