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About
John Pieroni, CFP®, is the Managing Partner at WNY Asset Management in Buffalo, NY, where he leads the Financial Planning Department and is a senior member of the Compliance Committee. In his role, he oversees the firm's tailored investment advisory and financial planning services, working directly with clients to design comprehensive wealth management and retirement strategies.
With a BA from the University at Buffalo, John specializes in holistic portfolio management across diversified asset classes, including equities, fixed income, and alternative investments, with a focus on long-term, tax-efficient solutions. His expertise extends to retirement planning, estate planning, and integrated financial strategies for high-net-worth individuals and business owners.
John began his career with a major international investment firm before founding his own independent practice, which later merged with WNY Asset Management in 2001. He is a CERTIFIED FINANCIAL PLANNER® professional and active member of both the Financial Planning Association and Independent Association of Accountants, recognized for his contributions to advancing fiduciary standards and financial planning in Western New York.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| WNY Asset Management | Managing Partner | Jan 2001 to Present | Working closely with our clients and their accountants to make sure that their financial plans are well designed from both an investment and tax perspective. WNY Asset Management offers Advisory Servi... |
| CPA FINANCIAL NETWORK | Partner | Jan 2001 to Present | The CPA Financial Network (tm) helps over three dozen accounting firms offer financial planning services to their clients in a consultative manner. |
Education
University at Buffalo
BA
1987 — 1991
Skills & Expertise
Others at WNY Asset Management, LLC (2)
| Name | Role | Location |
|---|---|---|
| Partner | Buffalo, NY , United States | |
| Partner | Buffalo, NY , United States |
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