John Doe

Senior advisor for an independently owned financial planning company FinVertex

I am a senior advisor for an independently owned financial planning company called FinVertex. We are an International Financial Planning company with offices in multiple jurisdictions over the world. Working with FinVertex gives me the ability to advise international expatriates living in the middle east from where I live in USA.

  • 2009
    Bestselling Author

    John is a #1 New York Times bestselling author. With more than 1 million copies collectively in print, his seven books on personal finance have been translated into several languages and educated countless people worldwide. The Truth About Money was recognized with an Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy (March 2007), a Gold Medal Axiom Award (March 2008), an Apex Award (June 2007), and was named Book of the Year by Small Press magazine (1997). The Lies About Money was awarded the Axiom Personal Finance Book of the Year (March 2008) and an EIFLE Award (Jan. 2009).5 John's eighth book, The Truth About Retirement Plans and IRAs, a #1 national best-seller,6 was published in April 2009.

  • 2012
    Award-Winning Host of Radio and Television Shows

    John's radio show has been on the air for more than 20 years and is heard throughout the country, enjoying more than 1 million listeners every week. In 2011, John was named among the "Heavy Hundred" in the radio industry by TALKERS magazine.7 John's television show, The Truth About Money with John Doe, airs on more than 200 public television stations across the country and has won 8 Telly Awards.

  • 2014
    Award-Winning Educator

    John appears on stage frequently, talking to thousands of people every year, and is widely acknowledged as an entertaining and informative speaker. He has testified before Congress three times, participated in an SEC Roundtable and appointed by Presidents Bill Clinton and George W. Bush as a delegate to all three National Summits on Retirement Savings. John taught personal finance at Georgetown University for nine years, publishes an award-winning 16-page monthly newsletter and his website offers comprehensive and free personal finance education.

  • 2015
    Philanthropic Activities

    John is active in community service. He served five years on the board of the United Way of the National Capital Area, including two years as Chairman. He serves on the Southeast Board of The Boys and Girls Clubs of America, is a member of The Boys and Girls Clubs of Greater Washington Foundation Board and served on the BGCGW Metropolitan Board of Directors for seven years and serves on the BGCGW Leadership Council. He is a Policy Board Member of the American Savings Education Council and is on the Foundation Board of Directors for the Wolf Trap Foundation for the Performing Arts. Also, John formerly served on the boards of Junior Achievement of the National Capital Area and the Washington National Opera. John and Jean are benefactors of the Inova Doe Center for Nursing at Inova Health Foundation and most recently the new Inova Center for Advanced Medical Simulation. They are also benefactors of the Doe Planetarium at Rowan University. They are also supporters of Northern Virginia Therapeutic Riding Program, HEROES, Make-a-Wish Foundation, The Leukemia & Lymphoma Society and many other charities.

My job is to help professionals to achieve their financial goals whilst having adequate protection along the way. I do this by tailor making financial solutions to suit my clients individual needs. By making my clients' money work harder, making sure it's in the right place, at the right time and accessible if needed, I can make a real difference to their families' futures.

Focus Areas


Member FINRA / SIPC Advisory services offered through Wisdom Wealth Strategies, LLC;

a Colorado registered investment advisor, or Cadaret, Grant & Co., Inc., Wisdom Wealth Strategies, LLC and Cadaret, Grant & Co. are separate entities.

Why John Doe?

How I Work For You

I work for people like you, folks who are tired of the deceptive business practices pervasive in the retail mutual fund industry, and who are tired of suffering greater risks, higher fees and lower returns than they should.

Who I Am

I am the owner of the largest independent financial planning firms in the nation, managing more than $15 billion for more than 28,000 clients both online and via 41 offices across the country.

How to Work With Me

Whether you're just starting out in your career, already retired, or in between, you deserve access to the best investment management advice available.

Invest with professionals to achieve your financial goals!

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  • Contacts

    +1 800 777 6050
    222 Fashion Lane, Ste.
    207 Tustin, CA 92780