John J. Crosby

John J. Crosby

CFP®, ChFC, CAS, CRPC®

Phone: (212) 867-7730 ext. 333
Fax: (732) 957-9494
Mobile Phone: (732) 208-5366
E-mail:

John J. Crosby, CFP®, ChFC, CAS, CRPC® is a CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant, Certified Annuity Specialist, and Chartered Retirement Planning Counselor. John entered the financial services industry in 1983, he has earned significant recognition and accolades over his 26 years of practice. 

John’s practice includes family wealth transfer and preservation planning, retirement distribution planning, business succession and estate planning. He has built a clientele comprised of individuals and business owners by developing strategic financial and estate plans that help clients reach their goals. 
 
He was the Director of Financial Planning for Commerce Bank, Commerce Capital Markets, located in NY, NJ, PA & FL. Prior to joining Commerce he was a Senior Financial Planner for Citibank’s Private Bank - Law Firm Group for NY and Washington, DC.  John is a consultant for a several life insurance companies on product development, education and training in the areas of retirement income and distribution planning.
 
He conducts continuing education seminars for accountants, and retirement and estate planning seminars for individuals and business owners. He is a past member of the Board of Directors for the American Heart Association. He was the chairman of the Planned Giving and Major Gifts Committee of the AHA for NJ affiliate and has spoken on the tax advantages of Charitable Giving. John has written articles for the American Heart Association which were published in their national newsletter. 
 
A life long resident of Middletown, New Jersey, John is active in the community. John has participated in the FPA Pro Bono committee educating servicemen and women in the National Guard on a variety of financial literacy topics.
 
He is a graduate of Rider University with a degree in Accounting and minor in Business Law. John is a member of the Financial Planning Association of New Jersey and New York, the Estate and Financial Planning Council of Central New Jersey, and the Society of Financial Services Professionals.
 
FINRA Series 7, 24, 63 & 65 and is licensed in life, health and disability insurance.