John Gigliello, CFP ®, is a fee-based fiduciary financial organizer in Albany, NY, serving people age 50+ with comprehensive planning and investment administration, centered around positive and advanced tax preparation.

John provides thorough financial planning & tax consulting services and has 30 years of experience in taxes and finance. He is currently FINRA registered with LPL Financial and is assigned by the United States Treasury Department as an Enrolled Agent (EA). This classification enables him to exercise and represent his clients before the Internal Revenue Service.

John Gigliello, CFP ®, is a fee-based fiduciary financial coordinator in Albany, NY, offering individuals age 50+ with comprehensive planning and investment monitoring, focused around proactive and advanced tax planning.
John earned his Master's Degree in Accounting and is a former complement professor at Siena College's nationally recognized School of Business. He has actually instructed various accounting courses in addition to corporate and personal finance. He has benefited KeyCorp, Ayco Financial Planning, and has held monitoring positions with Matthew Bender & Co. and Trans World Entertainment.

John earned the Accredited Investment Fiduciary ® Designation from the Center for Fiduciary Studies ®, the standards-setting body for Fi360. The AIF ® classification signifies specialized knowledge of fiduciary duty and the capacity to implement plans and treatments that fulfill a specified criterion of care.

John also earned a Certificate in Financial Planning from Boston University and, much more just recently, effectively finished the rigorous CFP ® Certification examination to become a CERTIFIED FINANCIAL PLANNER ™.