JP Rehak Retirement Plan Advisor

About:

As a Retirement Plan Advisor, JP specializes in financial planning, retirement planning,
strategic asset allocation, and relationship management.

Experience:

With 5+ years of financial service experience, JP helps businesses design and manage their retirement plans to ensure compliance and alignment with company goals. JP has worked with businesses of various sizes and assists employees in understanding their employer-sponsored retirement plan options.

JP began his career at Lawley as a Retirement Account Executive.

Prior to Lawley, JP worked at Putnam Investments, where he was a licensed fiduciary consultant and helped clients effectively plan and save for retirement.

Accreditations:

JP holds FINRA Series 7 & 63 licenses and SIE (Securities Industry Essentials).

Education:

JP earned a bachelor’s degree from Ohio University.

Community and Pro Bono:

JP volunteers with Roswell Park Comprehensive Cancer Center.