John is the Managing Partner of O’Keeffe Financial Partners in Fairfield, NJ.
With over three decades of experience helping individuals, families and business owners build investment strategies consistent with their financial goals, John is a firm believer in the Wealth Management formula, which executes upon Investment Consulting (risk evaluation, portfolio performance, asset allocation, and security selection), Advanced Planning (wealth enhancement, transfer, and protection) and Client Relationship Management.
John is a graduate of The College of New Jersey with a Bachelor of Science degree in Accounting. Upon graduation, he accepted a commission as an Officer in the United States Marine Corps and spent four years on active duty in Camp Pendleton, California. After achieving the rank of Captain, he left the Marine Corps to join the Ford Motor Company, Lincoln Mercury Division, working in Sales and Marketing and began his career as a wealth advisor with Merrill Lynch in 1983. John built his practice and clientele over the following 16 years, and was invited to join Smith Barney to continue to grow his business while assuming the additional responsibilities of managing the Wayne, NJ office and overseeing the advisors there.
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From 2009-2019, John earned membership into Raymond James Financial Services’ Leaders Council.* He currently holds securities licenses for Series 7, 8, 31, 63, and 65 as well as Life and Health Insurance Licenses.
John married his high school sweetheart, Angela, and together they have five children- Kristin, Katie, Keri, John and Karoline- and four grandchildren- William, Charles, Audrey and Benjamin.
John is thrilled both his eldest daughter, Kristin, and only son, John, have joined the practice and continues to be surprised and delighted by their expertise and leadership. His interests include golf, biking, travel and summers at the Jersey Shore and he serves as a board member at Arcola Country Club in Paramus, NJ.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.