John Planell, CFP®

John has over 40 years of experience as a financial advisor and has been a Certified Financial Planner^® professional since 1989. He started his financial services career in financial planning with Ameriprise Financial Services, then co-founded Round Rock Advisors, LLC in 2017. John specializes in tax and estate planning strategies, retirement income planning, and wealth preservation strategies. John combines strong financial planning skills with a technical background to support his Round Rock clients. He graduated from Rensselaer Polytechnic Institute with a Masters in Mechanical Engineering. John also completed graduate-level courses in finance at NYU, and holds a B.S. from the University of New Hampshire.