About
John Smallwood
John L. Smallwood, CFP® Senior Wealth Advisor is President of Smallwood Wealth Management and affiliated companies, providing investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals. John’s strength lies in his ability and commitment to continually improve the level and quality of the planning process.
John’s objective is to provide a process of repositioning assets to help decrease risk, decrease taxation, and increase protection through a coordinated long-term approach to wealth creation and preservation. His dedication to his clients’ growth encompasses an evolving strategy that strives to meet the demands, desires, and needs of his clients in a continually changing economic environment.
John and his wife, Sharon, reside in Rumson, New Jersey, with their children, Jack, Jared, Christopher, and Eve. Jack graduated from the University of Pennsylvania in 2018, Jared attends the Gabelli School of Business at Fordham University, and Chris attends Syracuse University at the Whitman School of Management.
ACHIEVEMENTS & EXPERIENCE
- Partner at Smallwood Wealth Management
- Graduate of Bentley College, BS in economics and finance
- CFP certification attained in 1993
- Lectured at Entrepreneurs Conference by Haas School of Business, University of California at Berkeley, Kenan-Flagler Business School, and University of North Carolina at Chapel Hill
- Lectured on the subject of financial planning to the Ophthalmologists at Johns Hopkins
- Past president of the Red Bank Rotary Club; 2003 – 2004, past chairman of Red Bank Rotary Foundation
- Member of Ohio National Field Advisory Board 2014 – 2015
- Recipient of the Five StarTM Wealth Manager Award for 2011, 2012, 2013, 2014, 2015, and 2016.