John DelVecchio, ChFC®, AIF®
John doesn't start with what you should invest in; he starts with your dreams. He works from your needs, desires, and concerns before he recommends products and services to meet your financial objectives. With his many years of experience and in-depth knowledge, John has worked with his clients to choose financial strategies and tools to help them work toward their dreams.
His motivation is simple. He wanted a good quality of life, and he wants every one of his clients to have one, too. He took his own path, for sure. He started at La Salle University, studied earth sciences, and followed his passion into culinary science at the Culinary Institute of America, where he graduated as a certified chef. But after several years, John realized his work was getting in the way of his new true love—to spend more time with his family and to give them the quality of life he knew they deserved.
John pursued financial planning because he knew the value that wealth can add to life. Now he works with top executives in companies across the nation, with women who really want to understand the details of their financial plans, and with union members who want to direct their money in a way that they feel will most comfortably meet their plans.
Through the years, John has continued ongoing education to stay current on existing and new financial services. He conveys his very deep knowledge to his clients in simple-to-understand terms and answers their questions about having enough money, using personal real estate, and pursuing financial independence.
John loves his clients, the lives he helps them craft, and his own life. He's achieved the quality of life he desired. He's a business owner, a professional with a family (He has helped his daughter's softball teams for a decade.), and an active member of his church (He cooks, naturally, for some of its social functions.).
He works and speaks throughout the country, primarily on the East and West coasts, about alternative investments as a vehicle for helping to grow retirement funds.
Jared Tuller, AIF®
Jared is a real family man. And he cares about his clients as though they are family. It's really the way the practice has been set up—to have every client be the most important client. There are no cookie-cutter plans. Everyone has an individual story and deserves an individual plan. Jared works with people who are just starting to invest to more sophisticated investors who are transitioning their portfolios over to Compass or Corning Financial Solutions.
Jared has the same values he was raised with as a native of the Finger Lakes region in Corning, New York. He graduated from Corning-Painted Post East High School and left to attend the University of Pennsylvania and play lacrosse for the Penn Quakers.
After he graduated from Penn, Jared worked for a few years managing a restaurant in University City. But he was called to a different path, and in 2003, he joined the staff of Benefit Planning Services as an intern. Soon after, he became a licensed brokerage assistant and then a financial advisor.
He holds several different securities licenses as well as life and health insurance with long-term care, and he is an Accredited Investment Fiduciary®. Jared's goal to become a CERTIFIED FINANCIAL PLANNER™ is now being realized.
Jared realized a need for the financial planning ideals of Compass Financial Solutions in his native area and was responsible for opening the Corning Financial Solutions office in 2006. He works closely with clients at all stages of life, from single men and women, to new families and retirees. He has continued to build his financial advising practice here, based on his own knowledge and experience and the strength and legacy of Benefit Planning Services (and its newly branded subsidiary Compass Financial Solutions), which has been in business for 30 years.
Jared enjoys spending time with his young son and wife and enjoys skiing, golfing, camping, and a good lacrosse game.